Why You Should Attend
This annual accredited CLE program provides the thorough coverage and in-depth analysis you need on advanced employee benefits issues!
Now that the Supreme Court has decided that the Affordable Care Act is constitutional, what is the most recent guidance of interest to plan sponsors, health insurers, and plan administrations?
What important employee benefits decisions have come out of the courts this year?
Do you know how to negotiate when the Pension Benefit Guaranty Corporation (PBGC) gets tough?
What employee benefits issues should you be aware of in mergers and acquisitions?
What’s the latest with how to comply with the Department of Labor’s participant and plan-level fee disclosure requirements?
If you don’t know the answers to these questions, you need to attend this course!
What You Will Learn
This annual, advanced, accredited course of study examines the most important aspects of pension, profit sharing, welfare, and other compensation plans, including recent developments in litigation, legislation, and federal regulations, enforcement, and guidance. Top private practitioners, other benefits specialists, and current and former government speakers, including invited representatives from the Treasury Department, Department of Labor, and Center for Medicare and Medicaid Services (CMS), provide insights on the latest issues and will be available to answer your most pressing questions throughout the program. The discussions throughout the course are transactional, dealing with “how to do it” and not offering merely an explanation of the law itself.
• Employee Benefits in Mergers and Acquisitions
• International Issues
• Safe Harbor 401(k) plans
• Plan Expense Audits
• Ethics in Representing Plans and Employers (one hour)
• Executive Compensation
• and much, much more!
The course also provides opportunities to network with like-minded colleagues from around the country, including a reception following the conclusion of the first day’s presentations.
Pamela Baker, SNR Denton, Chicago (also on faculty)
William F. Sweetnam, Jr., Groom Law Group, Chartered, Washington, D.C.; former Benefits Tax Counsel, U.S. Department of the Treasury (also on faculty)
Harold J. Ashner, Keightly & Ashner LLP, Washington, D.C.
Louis J. Campagna, Jr., U.S. Department of Labor, Washington, D.C.
T. David Cowart, SNR Denton, Dallas
Elizabeth Drigotas, Deloitte, Washington, D.C.
Julie Durkin, Senior Consulting Actuary, Towers Watson, Chicago
Jennifer E. Eller, Groom Law Group, Chartered, Washington, D.C.
Daniel L. Hogans, Morgan, Lewis & Bockius LLP, Washington, D.C.
Kevin P. Knopf, Attorney-Adviser, Office of Benefits Tax Counsel, U.S. Department of the Treasury, Washington, D.C.
Andrew C. Liazos, McDermott Will & Emery, Boston
Doreen E. Lilienfeld, Shearman & Sterling LLP, New York
W. Waldan Lloyd, Callister Nebeker & McCullough, Salt Lake City
Pamela D. Perdue, Summers Compton Wells P.C., St. Louis
Jo Christine Reed, SNR Denton, New York
Howard Shapiro, Proskauer Rose LLP, New Orleans
Tamara M. Simon, Buck Consulting, Washington, D.C.
Vivian Hunter Turner, Groom Law Group, Chartered, Washington, D.C.
John L. Utz, Utz & Lattan LLC, Overland Park, Kansas
ALI CLE Program Attorney: Kevin O'Connor (email@example.com)
Wednesday, October 17, 2012
8:00 a.m. Registration and Continental Breakfast
8:55 a.m. Administrative Remarks – ALI CLE Staff
VIDEO WEBCAST SEGMENT A | $329
9:00 a.m. Plan Expense Audits – Ms. Perdue
9:45 a.m. Drafting Issues in Incentive Plans – Mr. Hogans
10:30 a.m. Networking and Refreshment Break
10:45 a.m. Executive Compensation Issues in Bankruptcy – Ms. Reed
11:30 a.m. Questions and Answers
12:00 noon Lunch Break
VIDEO WEBCAST SEGMENT B | $329
1:15 p.m. Participant and Plan-Level Fee Disclosure – Mr. Campagna and Ms. Eller
2:00 p.m. Negotiating with the PBGC – Mr. Ashner
2:45 p.m. Safe Harbor 401(k) Plans: Mid-Year Changes, Mergers, and Other Issues – Ms. Perdue
3:30 p.m. Networking and Refreshment Break
3:45 p.m. Employee Benefits Implications of Proposed LLC Regulation – Ms. Drigotas
4:30 p.m. International Issues in Retirement and Executive Compensation Plans – Mr. Liazos
5:15 p.m. Questions and Answers
5:30 p.m. Adjournment for the Day; Networking Reception for Registrants and Faculty
Thursday, October 18, 2012
8:30 a.m. Continental Breakfast and Networking Session
VIDEO WEBCAST SEGMENT C | $329
9:00 a.m. Litigation Update – Mr. Shapiro
10:00 a.m. Longevity Insurance – Mr. Lloyd
10:45 a.m. Networking and Refreshment Break
11:00 a.m. Small Retirement Plan Issues: Practical Implications for Law Firm Plans – Ms. Durkin
11:45 a.m. Questions and Answers
12:00 noon Lunch Break
VIDEO WEBCAST SEGMENT D | $329
1:15 p.m. Employee Benefits Issues in Mergers and Acquisitions – Ms. Lilienfeld
2:00 p.m. Through a Glass Darkly: Musings About CIGNA Corp. v. Amara and Pfeil v. State Street Bank and Trust Co. – Mr. Cowart
2:45 p.m. Networking and Refreshment Break
3:00 p.m. Update on Wellness Programs – Ms. Turner
3:45 p.m. Ethics: Inadvertent Breach of Attorney-Client Privilege when Working with Plan Administrators, Actuaries, and Others – Mr. Utz
4:45 p.m. Taking a Good Look at Good Reason – Ms. Baker
5:15 p.m. Questions and Answers
5:30 p.m. Adjournment for the Day
Friday, October 19, 2012
8:15 a.m. Continental Breakfast and Networking Session
VIDEO WEBCAST SEGMENT E $329
8:45 a.m. Focus on Health Care Matters After the Supreme Court Decision
– Messrs. Knopf and Sweetnam and Ms. Simon
10:15 a.m. Networking and Refreshment Break
10:30 a.m. Focus on Health Care Matters after the Supreme Court Decision (continued)
12:00 noon Questions and Answers
12:15 p.m. Adjournment
Total 60-minute hours of instruction: 16.75, including one hour of ethics
Suggested Prerequisite: Substantial experience in legal practice in subject matter
Educational Objective: Development of proficiency in performance of intricate and complex legal tasks within a narrow area
Level of Instruction: Advanced
Here's what registrants have said about this course:
“As always, a timely, thoughtful update of the complex minefield called pension, profit-sharing, and deferred compensation programs.” – Michael Levy, Las Vegas
“By far, best annual employee benefits seminar ALI-ABA has held in a while. Topics, speakers, and materials were all excellent this year.”
“This course was well organized and presented. The speakers were exceptionally knowledgeable and interesting.”
"Excellent course – even better this year. I’ve been attending spanning 4 decades!"
“This is the national ERISA course that every practitioner should attend. The overview of the new health care legislation and the new final cash balance regulations was excellent. This course enables practitioners to protect their clients and apprises them of upcoming law changes. You cannot have a successful ERISA practice if you do not take this course.” – John W. Almquist, Internal Revenue Service, El Monte, California
“I look forward to this conference. The topics are always current and the speakers very knowledgeable. It is always an excellent 3-day snapshot of what is currently important in employee benefits. It is the one conference I look to attend each year. Excellent job!” – Kristi Renee Gauthier, Clark Hill PLC, Birmingham, Michigan
“The speakers did an excellent job of explaining very complex rules in an insightful manner. Good balance between practitioners and government officials.”
“I really liked the practical, real-world focus.”