New York Employee Benefits Seminar, Davis Wright Tremaine, New York, N.Y.

A productive, positive workplace is key to a profitable business. With the legal landscape for benefits continuing to get more complex, more convoluted and—in some cases—more contradictory, it is increasingly difficult to ensure compliance with applicable laws.

Agenda

Adventure of a Lifetime with Health & Welfare Plans
Presented by Dipa Sudra

• EEOC’s final wellness rules
• Required documents for health and welfare plans
• General health and welfare update

Navigating Changing Terrain: Guidance for Retirement Plan Sponsors
Presented by Stuart Harris

• ERISA litigation update, including recent lawsuits over excessive plan expenses
• Plan fiduciary and administrative best practices
• DOL and IRS audit focus areas
• Approaches to correcting plan errors
• The end of the determination letter process as we know it

Information Overload? Increased Reporting Burdens for Benefit Plans
Presented by Amy Hwang & Dipa Sudra

• Proposed changes to Form 5500 rules for retirement plans
• Proposed changes to Form 5500 for health and welfare plans
• What do the changes mean for you?

Planning Opportunities and Peril: Deferred & Executive Compensation Update
Presented by Amy Hwang

• Impact of new IRS guidance on deferred compensation plans, including non-profit 457(f) arrangements
• Tips for structuring severance pay to avoid 409A pitfalls
• Designing successful incentive compensation arrangements