Annual Fall Employee Benefits Law and Practice Update
What You Will Learn
This timely, four-hour program on Wednesday, November 10, discusses the most current and important issues in employee benefits law and practice. Included in the program will be discussion of any recently enacted legislation and recent regulatory and other developments affecting employee benefits. Those attending benefit from the insight of practitioners who have nationally recognized expertise and Federal Government officials who are involved in formulating policy and regulations in the topic areas.
The presentation is intended for attorneys, accountants, actuarial consultants, trust officers, and human resource managers who have experience in the design, drafting, or administration of employee benefit plans. Registrants have the opportunity to submit questions for discussion by the faculty panelists during the live broadcast/webcast.
Planning Chairs
Sherwin P. Simmons, Steel Hector & Davis LLP, Miami
Mervin M. Wilf, Philadelphia and Cambridge, Massachusetts
Faculty
Louis J. Campagna, Jr., Chief, Division of Fiduciary Interpretations, Office of Regulations and Interpretations, Employee Benefits Security Administration, U.S. Department of Labor, Washington, D.C. [invited]
Marjorie Hoffman, Senior Technician Reviewer, Tax Exempt and Government Entities, Office of Associate Chief Counsel, Internal Revenue Service, Washington, D.C.
James E. Holland, Jr., A.S.A., E.A., Manager, Employee Plans, Technical Actuarial Group 1, Internal Revenue Service, Washington, D.C.
Pamela D. Perdue, Summers, Compton, Wells & Hamburg, P.C., St. Louis
Roger C. Siske, Sonnenschein, Nath & Rosenthal LLP, Chicago
William F. Sweetnam, Jr., Benefits Tax Counsel, Office of Tax Policy, U.S. Department of the Treasury, Washington, D.C.
Program Schedule
- PROGRAM TOPICS
- In the event of important late developments, topics and/or emphasis may be shifted at the time of the broadcast.
- New restrictions on nonqualified deferred compensation arrangements under the American Jobs Creation Act of 2004 – new topic added
- Treasury Update
- Health Savings Accounts (HSAs)
- Post-GUST: Determination Letter Program; Appropriate Plan Amendments
- IRS Plan Corrections Program Update, Including Timing and Retroactive Effect Issues
- New Final Regulations under §1.401(a)(9)-6 for Defined Benefit Plans
- Use of "Deemed IRAs" and Special Purpose Plans for Distributions
- Cash Balance Plans: What Advice Do You Give to Clients?
- Update: Benefit Planning for Same Sex Relationships
- Recent IRS Audit Program Regarding Compensation Issues of Tax-Exempt Entities
- §415 issues
- Anti-Alienation Rulings
- Recent Cases
- Current DOL Issues
- Preemption: Where Are We?
- Employee Notices and Communications, Including Recent §204(h) and §4980F Regulations
- Current IRS Litigation
- Section 72(t): What’s New with the Substantially Equal Periodic Exception
- IRS Waiver of Rollover Period - §408(d)(3)(I)
Total 60-minute hours of instruction: 3.6 (50-minute hours: 4.4)
Level of Instruction: Advanced
