Stephanie H. Grant
- Senior Counsel
My admin
- Ashlie Wegener
industries
practices
- Led the team tasked with the evaluation and creation of new active and retiree health and welfare plans pursuant to a $3 billion acquisition and took the lead on the negotiation of all service provider agreements for third party administrators for the plans.
- Lead attorney on a project for a client with 6,000 employees and 17 affiliates that involved a major overhaul of the documentation for its active employee health and welfare benefit programs.
- Assisted several clients with converting traditional retiree medical plans to retiree health reimbursement arrangements, including drafting appropriate documents for the new programs.
- Successfully argued that the IRS should reduce six- and seven-figure employer shared responsibility penalt
- Led the team tasked with the evaluation and creation of new active and retiree health and welfare plans pursuant to a $3 billion acquisition and took the lead on the negotiation of all service provider agreements for third party administrators for the plans.
- Lead attorney on a project for a client with 6,000 employees and 17 affiliates that involved a major overhaul of the documentation for its active employee health and welfare benefit programs.
- Assisted several clients with converting traditional retiree medical plans to retiree health reimbursement arrangements, including drafting appropriate documents for the new programs.
- Successfully argued that the IRS should reduce six- and seven-figure employer shared responsibility penalties down to zero.
- Assisted with the preparation of formal letters for dozens of adverse benefit determination appeals.
- Reviewed and negotiated dozens of service agreements with health and welfare plan vendors, including HIPAA business associate agreements.
- Assisted clients with union health and welfare benefit issues.
- Conducted HIPAA privacy and security training for clients’ workforce members handling PHI under self-funded group health plans.
- Advised on issues related to health and welfare benefits for inpatriate and expatriate employees.
- Analyzed solutions to COBRA administrative errors and worked with clients to make corrections.
- Prepared legal wrap benefit plan documents and summary plan descriptions for ERISA-covered health and welfare benefits.
- Prepared cafeteria plan documents that comply with the requirements of Section 125 of the Internal Revenue Code.
- Prepared trust agreements to fund certain health and welfare benefit obligations.
- Prepared documentation for ERISA-covered onsite medical clinics and counseled employers though legal considerations related to onsite medical clinics.
- Advised clients on legal considerations for wellness programs and worked with clients to implement a program that best fits the clients’ needs.
- Counseled clients on issues related to non-HDHP coverage and preserving employees’ eligibility for HSA contributions.
- “ERISA Fiduciary Rx: Prescribing Success in Health and Welfare Fiduciary Duties,” Warner 2024 HR Seminar, May 1, 2024, Grand Rapids, Michigan
- “ACA Reporting Requirements and Strategies,” Warner Webinar,
- “Health and Welfare Update — Learning from Others’ Mistakes,” Wa
- “ERISA Fiduciary Rx: Prescribing Success in Health and Welfare Fiduciary Duties,” Warner 2024 HR Seminar, May 1, 2024, Grand Rapids, Michigan
- “ACA Reporting Requirements and Strategies,” Warner Webinar,
- “Health and Welfare Update — Learning from Others’ Mistakes,” Warner 2023 HR Seminar, May 16, 2023
- “Health and Welfare Plan Update, Returning to Normal? Preparing Your Benefit Plans for a Post-Pandemic World,” Warner 2022 HR Seminar In-Person Event, May 4, 2022, Grand Rapids, Michigan
- “Employer Reporting Requirements for the ACA,” Warner Webinar, December 7, 2021
- “Employee Benefits Two-Part Series on Health and Welfare,” Warner Webinar, June 29, 2021
- “Warner Virtual Automotive Executive Roundtable Series: HR Challenges and Issues,” Warner Webinar, June 16, 2021
- “ACA Reporting Requirements,” Warner Webinar, December 9, 2020
- “Employee Benefits Webinar Series: Part 2 – Health and Welfare Benefits: Recent Developments and Steps to Take Now,” Warner Webinar, October 28, 2020
- “Health and Welfare Plans: Legal and Strategic Issues,” Warner Webinar, June 10, 2020
- “Employee Benefits Panel,” Warner 2019 HR Executive Panels, September 13, 2019, Traverse City, Michigan
- “New Health Reimbursement Arrangement Rules Provide An Alternative to Traditional Group Health Plan Coverage,” Warner Webinar, July 30, 2019
- “Health and Welfare Benefits During Leaves and Layoffs” and “Total Wellness Programs: Win-Win for the Employer and Employee,” Warner Human Resources Seminar, May 7, 2019, Grand Rapids, Michigan
- “Employee Benefits Panel,” Warner 2018 HR Executive Panels, September 20, 2018, Traverse City, Michigan
- “What’s New with Wellness Programs” and “Planning for Change for Benefit Plans,” Warner Human Resources Seminar, May 3, 2018, Grand Rapids, Michigan
- “Employee Benefits Legal Update,” Employee Benefits Update, January 17, 2018, Troy, Michigan
- “Myth or Truth: Employee Benefits Panel,” Warner Labor & Benefits Executive Panels, November 17, 2017, Traverse City, Michigan
- “ACA Report Requirements,” Warner Webinar, November 6, 2017
- “Keeping Your Wellness Program Compliant,” Warner Human Resources Seminar, May 23, 2017, Grand Rapids, Michigan
watch my videos
- New Bill Ends Presidential National Emergency – What That Means for EmployersWarner Employment News from the Law Shanty
- Warner Video Special: Happy National Employee Benefits Day!
- Affordable Care Act: Responsibilities for Cannabis EmployersWarner’s Legal News For the Cannabis Industry
- Webinar — 2025 ACA Reporting Requirements and Strategies
- ACA Reporting Requirements and Strategies
- Warner 2023 HR Seminar
- ACA Reporting Requirement Update and Strategies
- Warner 2022 HR Seminar In-Person Event
- Webinar: Employer Reporting Requirements for the ACA
- Webinar: Warner Employee Benefits Two-Part Series on Health and Welfare
- Warner Virtual Automotive Executive Roundtable Series: HR Challenges and Issues
- Webinar: ACA Reporting Requirements
- Employee Benefits Webinar Series: Part 2 – Health and Welfare Benefits: Recent Developments and Steps to Take Now
- Webinar: Commercial Auto Reform
- Health and Welfare Plans: Legal and Strategic Issues
- ACA Reporting Requirements Webinar
- Webinar: New Health Reimbursement Arrangement Rules Provide An Alternative to Traditional Group Health Plan Coverage
- 2019 HR Seminar
- Webinar: ACA Reporting Requirements
- 2018 HR Seminar
- Employee Benefits Update
- 2017 Labor and Benefits Executive Panels (Traverse City)
- Webinar: ACA Reporting Requirements
- 2017 HR Seminar
- Warner Represented ChoiceOne Financial Services, Inc. in its Merger with Fentura Financial, Inc. and Underwritten Public Offering of Common Stock
- Warner Represented Century Mold in its Acquisition of Integrity Injection Molding
- Warner Represents Macatawa Bank Corporation in Its Pending Merger with Wintrust Financial Corporation
- Warner Represented Linamar in Acquiring Three Battery Enclosure Factories
- Warner Represents Nichols Paper & Supply in Its Sale to Imperial Dade
- President Gifts Employers a Little ACA Reporting Relief
- IRS Increases Benefit Plan Limits for 2024
- Preparing for Health Plan Anti-Gag Clause Attestation
- Mental Health Parity Guidance is Coming
- Group Health Plan PCORI Fees Due by July 31
- New Bill Ends Presidential National Emergency – What That Means for Employers
- Benefit Plan Guidance for the End of the Public Health Emergency and “Outbreak Period”
- Warner Video Special: Happy National Employee Benefits Day!
- IRS Significantly Increases Many Benefit Plan Limits for 2023
- HR Professionals Day Q&A Video
- HR Professionals Day Offering from Warner
- Affordable Care Act: Responsibilities for Cannabis Employers
- New Guidance on Health Plan Coverage of OTC COVID Tests
- DOL Issues Guidance on Group Health Plan Service Provider Disclosures
- Warner OESA Legal Corner Article: New Tactics Employers Are Taking to Encourage Employee Vaccinations
- COBRA Subsidy Ends September 30 — Don’t Forget to Provide Notice!
- Can an Employer Charge Unvaccinated Employees a Higher Health Plan Premium?
- Group Health Plan PCORI Fees Due by August 2
- IRS Clarifies Treatment of Dependent Care Assistance Programs
- IRS Provides Guidance on COBRA Premium Assistance Program
- COBRA Subsidies and Other Important Benefit Provisions in the American Rescue Plan Act
- UPDATE: Government Clarifies End of Benefit Plan “Outbreak Period”
- Benefit Plan “Outbreak Period” Set to Expire at the End of February – Maybe?
- FSA Options Now that President Donald Trump Signed the Consolidated Appropriations Act, 2021
- Is the Consolidated Appropriations Act in Trouble?
- Stimulus Bill Provides New Relief for FSAs; Other Developments for Health & Welfare Plans
- IRS Releases Key Benefit Plan Limits for 2021
- New California Law Requires Contract Amendments
- Medicare Part D Notice Required Before October 15, 2020
- LGBTQ Issues for Employee Benefit Plans in Light of Bostock
- Group Health Plan PCORI Fees Due July 31
- New Optional Changes to Section 125 Cafeteria Plans Aimed at Adding Flexibility
- CARES Act Provisions for Health & Welfare Plans: Implications for Employers
- Medicare Part D Notice Required Before October 15, 2019
- Updates in Telemedicine and Mental Health Parity
- Group Health Plan PCORI Fees Due July 31 (and are nearing an end!)
- Court Invalidates Affordable Care Act—What Now?
- Affordable Care Act Reporting Relief: IRS Extends 1095-B/1095-C Distribution Deadline
- Medicare Part D Notice Required Before Oct. 15, 2018
- Group Health Plan PCORI Fees Due July 31, 2018
- HR Focus – News Digest – Spring 2018
- IRS Recalculates Several 2018 Benefit Limits – Including Family HSA Contribution Limit
- IRS Extends 1095-C Distribution Deadline
- Tax Reform Impacts Qualified Transportation Fringe Benefit Programs
- The Nation’s Focus on Mental Health Turns to Group Health Plans
- IRS Prepares to Issue ACA Employer Responsibility Penalties
- Expanded Exemption from ACA’s Contraceptive Coverage Mandate
- Open Enrollment Reminder: Use Updated Summary of Benefits and Coverage Forms
- Group Health Plans’ PCORI Fees Due by July 31
- Attorney Spotlight: Stephanie Grant on Wellness Programs
- Should Your Health and Welfare Plan Offer Supplemental Benefits on a Pre-Tax or After-Tax Basis?
- Health & Welfare Plans: Your First “To-Do” List for 2017