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MARK YOUR CALENDARS - ERISA/FMLA Seminar (Wednesday, March 6th)

Sanford & Tatum Insurance invites area business leaders and human resource professionals to attend a free ERISA and FMLA Seminar to be held Wednesday, March 6th2019 at the Sanford & Tatum Insurance offices in Lubbock. 

Lubbock, Texas, February 12, 2019 - Sanford & Tatum Insurance, invites area business leaders and human resource professionals to attend a free ERISA and FMLA Seminar to be held Wednesday, March 6th2019, from 10:00 am to 11:30 am at the Sanford & Tatum Insurance offices in Lubbock located at 5241 98th Street Lubbock, TX 79424. This seminar will focus on the array of topics, presenting facts pertaining to the Family Medical Leave Act and ERISA regulation and compliance. Presented by Speaker, Carolyn McNairy, TASC Compliance Vice-President this seminar will highlight the following:


·       What is an ERISA plan?

·       Who is required to comply?

·       The Legal Requirements of Plan Sponsor

·       Disclosure and Reporting Requirements

·       Penalties for Non-Compliance

·       DOL Investigations 


·       What employers are subject to FMLA?

·       Employer Legal Requirements/Employee Eligibility

·       Qualifying Events

·       Types of Leaves

·       Case Law Studies

·       FMLA interactions with COBRA and HIPAA

·       FMLA fines and or penalties for non-compliance

“We’ve been serving clients since 1935 and we continually look to connect our clients and our community to valuable resources that protect and grow their business, says Co-CEO Diannah Tatum. We are a client-first agency and we take that concept to heart. This is a great seminar for seasoned Human Resource professionals, as well as entrepreneurs that are accelerating their business and need to understand the compliance and potential risks related to these regulations and small business.” 

Registration for this event is free and is requested in advance of attendance. Online registration is available at or participants may contact Tamara Cannon, Stewardship Liaison at 806-792-5564 X 311 or by email at cannont [at] sanfordtatum [dot] com . Please direct media inquiries to Elizabeth Carter, Stewardship Director at 806-367-6301 or ecarter [at] neely [dot] com

About Carolyn McNairy, TASC Compliance Vice-President


Carolyn’s primary responsibility is for the training and development of TASC’s Group Sales Force and TASC Distribution Channel Partners to increase their product knowledge of ERISA, FMLA, HIPAA, COBRA and ACA. She serves as the TASC - ERISA Compliance officer working with internal staff as well as TASC legal counsel on TASC compliance issues and opportunities. Her role also includes conducting National Seminars and Webinars to educate the TASC Group Sales Force, Employee Benefit Consultants, General Agents, Insurance Carrier Sales Staff, Providers and employers on ERISA/FMLA/COBRA/FSA/ACA legal requirements. Carolyn has presented at numerous local and State SHRM events, local and State NAHU and at the NAHU National conference. Carolyn has been in the employee benefit and administration business since 1978. She is the President and founder of C&J Consulting & Administration, Inc., a company specializing in compliance issues and administration of ERISA. Carolyn is an active member of National Association of Health Underwriters (NAHU), as well as the Employers Council on Flexible Compensation (ECFC), a non-profit organization dedicated to the maintenance and expansion of private employee benefit programs on a tax-advantaged basis. She has received ECFC’s highest award designation of Certified Flexible Compensation Instructor (CFCI). She is a graduate of UTC (University of Tennessee at Chattanooga) where she received her BS in Business Administration.