Presentations
30th Annual Employee Benefits Seminar, Davis Wright Tremaine, Seattle
By Jeff Belfiglio, Christine C. Hawkins, Richard Birmingham, Jason T. Froggatt, Dipa N. Sudra, and Amy Hwang
09.24.13
This year we discussed:
Health Care Reform in 2014: Once This Baby Hits 88 MPH...
Presented by Jeff Belfiglio and Sarah Bhagwandin
- Discussion of the delay in employer provisions and how that impacts your options
- Overview of how the exchanges will operate
- Update on other 2014 requirements still taking effect
ERISA and the Supremes: The Impact of Recent U.S. Supreme Court Decisions
Presented by Rich Birmingham
- Analysis of subrogation and avoiding a "contractual gap" under U.S. Airways v. McCutchen
- Guidance on whether your plan should contain contractual limitation periods in light of Heimeshoff v. Hartford Life
- Discussion of U.S. v. Windsor, the DOMA opinion
Enchantment Under the Sea: The Impact of the DOMA Decisions on Employee Benefit Plans
Presented by Christine Hawkins
- Update on the status of spousal benefits in light of DOMA decisions
- Discussion of application of federal tax laws to same-sex couples
- Identify unresolved issues and necessary guidance
Beyond Grays Sports Almanac: 401(k) and Retirement Plan Update
Presented by Jason Froggatt and Amy Hwang
- Review recent guidance on target date funds, revenue sharing agreements and fee disclosures
- Discussion of new opportunities under IRS correction procedures
Well, Well, Well: The Final Wellness Plan Regulations
Presented by Dipa Sudra
- Overview of changes to the current regulations
- Discussion of opportunities and hurdles for employers
Are You Telling Me You Built a Time Machine? Surviving an IRS or DOL Plan Audit
Presented by Liz Deckman
- Overview of the types of plans being audited by the IRS and DOL, including documents and materials commonly requested
- Explanation of common compliance issues and recent enforcement activities
- Discussion of good internal controls and tools to help you survive an audit, including the IRS 401(k) Questionnaire (the QSAT!)