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Benefits & Executive Compensation

29th Annual Employee Benefits Seminar, Davis Wright Tremaine, Seattle

By Jeff Belfiglio, Christine C. Hawkins, Richard Birmingham, Amy Hwang, Dipa N. Sudra, and Sarah L. Bhagwandin
11.14.12
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This year we discussed:

401(k) and 409A Update and Future Trends
Presented by Jeff Belfiglio

  • Discussion of proposals to curtail 401(k) tax breaks
  • Review of popular 401(k) design trends
  • Analysis of treatment of releases in severance arrangements under 409A

IRS Initiative Expands Lifetime Income Options
Presented by Christine Hawkins

  • Overview of new IRS guidance on alternative retirement plan options
  • Assessment of hurdles to DC plans adopting these features

Litigation Update: Issues of Interest and Concern for Plan Fiduciaries
Presented by Rich Birmingham

  • Review of recent case law and what it means for plan fiduciaries
  • Discussion of best practices for avoiding fiduciary liability

What to do Now that You Have Satisfied the Participant and Service Provider Fee Disclosure Rules
Presented by Amy Hwang

  • How to stay in compliance with the participant and service provider fee disclosure rules
  • What to do with all this information now that you have it

Update on Domestic Partner and Same-Sex Marriage Issues
Presented by Dipa Sudra

  • Discussion of post-election status of Defense of Marriage Act and Washington Marriage Equality Act
  • Overview of employee benefit plan issues impacting domestic partners/same-sex spouses

HIPAA Compliance: The Auditors Have Arrived
Presented by Sarah Bhagwandin

  • Five critical compliance issues
  • How to address common compliance failures
  • Discussion of how enforcement of the HIPAA Privacy and Security Rule has changed

Health Care Reform Part III
Affordable Care Act: Where Are We Now?
Presented by Liz Deckman

  • What you need to know about summaries of benefits and coverages
  • How to handle your medical loss ratio rebates
  • Discussion of new fees and reporting requirements

2012: New World Order
Presented by Sarah Bhagwandin

  • What is the Big Picture?
  • Where is there tax exposure for employers?
  • How is the marketplace innovating to respond to Health Care Reform?

Health Care Reform and Medical Plan Nondiscrimination Issues
Presented by Rich Birmingham

  • What are the new rules and how do they work?
  • Discussion of challenges and opportunities for employers in plan design

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