On May 12, 2026, Calfee Partner and Co-Chair of the firm's Employee Benefits and Executive Compensation Group Jason A. Rothman presented a webinar with Lorman Education Services, "A Practical Approach to Developing a Wellness Program."
The webinar's focus was to guide benefits counsel and professionals on in their efforts to build compliant, effective wellness programs while avoiding costly legal mistakes. Jason detailed the most significant compliance risks, the evolution of wellness programs and what it takes to build programs that are effective and penalty-proof.
Additional learning objectives:
- HIPAA compliance requirements applicable to wellness plans based on plan design.
- Application of the ADA considerations to wellness plans.
- Legal considerations inherent in wellness plans related to incentives and surcharges.
Learn more: https://www.lorman.com/training/benefits/a-practical-approach-to-developing-a-wellness-program.
As a Partner and Co-Chair of Calfee's Employee Benefits and Executive Compensation practice group, Jason Rothman advises publicly traded companies, closely held businesses and nonprofit organizations on all aspects of qualified and nonqualified employee benefit plans, executive compensation plans, health and welfare plans, employment agreements and other related legal and compliance issues.
Calfee's nationally recognized Employee Benefits and Executive Compensation practice group advises business and governmental clients on managing their most challenging legal and business issues related to benefits and compensation. In addition to extensive experience with tax-qualified retirement and employee health and welfare benefit plans, the group’s practice also has a significant focus on the design and implementation of sophisticated executive compensation programs, ESOPs, merger and acquisition matters, and ERISA litigation.
Calfee, Halter & Griswold LLP is a full-service corporate law firm with 160 attorneys and professionals in offices in Cleveland, Columbus, Cincinnati, and Indianapolis. Calfee serves clients in the Midwest, nationally and globally in the areas of Corporate and Finance, Employee Benefits and Executive Compensation, Energy and Utilities, Estate and Succession Planning and Administration, Government Relations and Legislation, Intellectual Property, Labor and Employment, Litigation, and Real Estate Law. Calfee has been recognized as a leading law firm by Chambers USA 2025 in Antitrust, Banking & Finance, Construction, Corporate/M&A, Employee Benefits & Executive Compensation, Energy & Natural Resources, Environment, Government Relations, Insurance, Intellectual Property, Investment Funds: Regulatory & Compliance, Labor & Employment, Litigation: General Commercial, Litigation: White-Collar Crime & Government Investigations, and Real Estate, and by Chambers HNW 2025 in Private Wealth Law. A founding member of Lex Mundi, Calfee offers international representation through a network of independent law firms with access to 22,000 attorneys located in more than 125 countries. Additional information is available at Calfee.com.
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