Benefits Training

and Consulting

 Benefits and Employment in 2020 -

Medicaid, Medicare, Social Security, and SSI

   Workshop Description


This is a "roll-up the sleeves," bring two pens workshop.

Six hours of valuable information.


The "Benefits and Employment in 2020" workshop focuses on the key points of title II benefits (aka: Social Security, SSDI, CDB, DWB) and title XVI program (SSI).    This workshop has enabled human services professionals to provide accurate advice to their customers, the next day, for over 26 years.  It has enabled individuals with disability to make informed decisions and significantly increase their self-sufficiency. 

Many people do not understand how wage, unearned income, and resources effect medical benefits and continuing entitlement to Social Security benefits and/or eligibility for the SSI program.  The focus of the workshop is on demonstrating how a beneficiary can make an informed choice of earning significant income and still qualify for medical benefits and benefit payments, rather than pursue the commonly held perception that people must limit their income to protect their benefits.









Imagine a SSDI beneficiary going to work in January 2020 with a monthly salary of over $4,000.  Assuming the person never medically improves, anytime between January 2020 and the end of September 2028, if this person must leave employment because of the original impairment, she/he may be entitled to the SSDI benefit payment and Medicare immediately.  She/he will receive the benefit payment and Medicare provisionally for six months while Social Security reviews the current medical condition.  If the person has not medically improved, the benefit payment and Medicare will be reinstated after the provisional period.


A person receiving at least $1.00 of SSI must exceed a threshold of earned income before eligibility for SSI and Medicaid are in jeopardy of ending.  In every state in this country, the threshold is above $27,000* annual earned income. And even if they exceed the threshold, a SSI recipient has a five-year safety net to regain benefits if the original disability forces the person to leave employment.  * The exact amount depends on state of residence, Alabama is the lowest at $27,322 and Connecticut is the highest at $66,812.


During the workshop the commonly-used work incentives are explained, with multiple examples. These include Impairment-related Work Expenses, Student Earned Income Exclusion, Plan to Achieve Self-support, Subsidy, Special Work Conditions, and others.


Mike encourages the audience to ask questions to clarify their understanding of the use of each work incentive.  He illustrates how people can protect their entitlement to benefits by maximizing their income and properly reducing the amount of income Social Security actually counts.


Throughout the seminar, the entitlement or eligibility for the appropriate medical benefits is emphasized to illustrate the impact of wages on Medicare and/or Medicaid.  In the appropriate state (+40), eligibility for the "Medicaid Buy-in" program is discussed as many members of the audience are not familiar with this form of Medicaid for working disabled individuals and the state-specific qualifications.


It doesn't end when the day is over.  Following the workshop, Mike provides free assistance whenever a participant needs help with a problem case, by email or telephone contact.  Some people have used this service for over 24 years!


The "Benefits and Employment in 2020" workshop covers:



                   (Who gets what and why do they get it.)




               The process of SSI:  Eligibility to Termination


                                Section 1611 status

                                Section 1619(a) status

                                Break Even Point

                                Section 1619(b) status


               SSI Work Incentives

                        Student Earned Income Exclusion

                              Impairment-Related Work Expenses

                              Plan for Achieving Self-Support

                              Blind Work Expenses


                         1619(b) Eligibility  (Medicaid)


                  Expedited Reinstatement of Benefits





                      The process of SSDI: Eligibility to Termination


                                 Trial Work Period

                                 Extended Period of Eligibility

                                 Re-entitlement Period

                                 SGA Cessation month and Grace Period

                                 Benefit Termination Month


                 Title II Work Incentives


                                Special Work Conditions

                                Impairment-Related Work Expenses


                 MEDICARE & Extended Medicare Entitlement


                 Expedited Reinstatement of Benefits


           4.   The interface between Social Security benefits and the ABLE Trust


           5.   MEDICAID BUY-IN PROGRAM (if appropriate for the state)


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