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Commercial Real Estate Leases
Commercial Real Estate Leases: Selected Issues in Drafting and Negotiating in the Current Market.
Conference on Life Insurance Company Products
Conference on Life Insurance Company Products: Featuring Current SEC, FINRA, Insurance, Tax, and ERISA Regulatory and Compliance Issues.
Tax Exempt Organizations: An Advanced Course.
Tax Exempt Organizations: An Advanced Course.
Clean Water Act: Law and Regulation
Clean Water Act: Law and Regulation.
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Pension, Profit-Sharing, Welfare, and Other Compensation Plans - CLE, Continuing Legal Education - ALI CLE.org
Pension, Profit-Sharing, Welfare, and Other Compensation Plans
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Shipped to you: Printed Coursebook | MP3 CD-ROM | DVD Video

Available Online: Online CLE | MP3 Audio Files | Coursebook

Why You Should Attend

 

This year has proved to be a game-changer with regard to important developments in employee benefits. Employee benefits practitioners and professionals need to understand the latest trends in this ever-evolving area of law.

 

This intensive CLE program provides two-and-a-half days of in-depth analysis on employee benefits issues, including how employee benefits plans are affected by the Supreme Court’s Windsor decision, the rollout of the Affordable Care Act, and the latest IRS guidance on executive compensation plans.

 

Join fellow practitioners in learning the most important aspects of pension, profit-sharing, welfare, and other compensation plans, as well as recent trends in litigation, legislation, and federal regulations, enforcement, and guidance. Our expert faculty is composed of top private practitioners, in-house counsel, and current and former government speakers who will provide their insights on the hot topics and answer your most pressing questions throughout the program.

 

Do not miss this annual advanced program, which comprises more than 16 hours of CLE instruction, including one hour of ethics, and features ample networking opportunities!

 

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What You Will Learn

 

Discussion will include:

impact of the Supreme Court decision, Heimeshoff v. Hartford Life & Accident Life Ins. Co., on a plan’s statute of limitations on benefit claims

Affordable Care Act: compliance and potential litigation risks

benefit issues for high-tech companies

latest guidance on 401(k) plans, including conversions to Roth accounts and mid-year contribution changes to safe harbor 401(k) plans

issues for defined benefit plans, including the increase in PBGC premiums and relief from the nondiscrimination rules for certain frozen defined benefit plans

the value of IRS opinion letter on a master or prototype plan

analysis and application of the self-audit tool expected from the IRS

recent IRS guidance regarding deduction timing of bonuses

types and duties of fiduciaries under the DOL regulations

and much more!

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Who Should Attend

Employee benefits attorneys and other professionals who handle pension, profit-sharing, welfare, and other compensation plans should attend this accredited continuing legal education program from ALI CLE.

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Planning Chairs

T. David Cowart, Dentons US LLP, Dallas

William F. Sweetnam, Jr., Groom Law Group, Chartered, Washington, D.C.; former Benefits Tax Counsel, U.S. Department of the Treasury

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Faculty

Pamela Baker, Dentons US LLP, Chicago

Rosina B. Barker, Ivins Phillips & Barker, Washington, D.C.

Vicki Blanton, Senior Benefits Counsel, American Airlines, Dallas

Boyd J. Brown, Benefits Tax Counsel, Intel Corporation, Santa Clara, CA

Alison P. Buchanan, Hoge Fenton Jones & Appel, San Jose, CA

Greta E. Cowart, Winstead PC, Dallas

Tamara S. Killion, Groom Law Group, Chartered, Washington, D.C.

Rachel Leiser Levy, Attorney-Advisor, Office of the Benefits Tax Counsel, U.S. Department of the Treasury, Washington, D.C.

W. Waldan Lloyd, Callister Nebecker & McCullough, Salt Lake City

Robert J. Neis, Deputy Benefits Tax Counsel, Office of the Benefits Tax Counsel, U.S. Department of the Treasury, Washington, D.C.

Pamela D. Perdue, Summers Compton Wells P.C., St. Louis

Teresa S. Renaker, Lewis, Feinberg, Lee, Renaker & Jackson, P.C., Oakland, CA

Howard Shapiro, Proskauer Rose LLP, New Orleans

David M. Spaulding, Brownstein Hyatt Farber Schreck LLP, Denver

Ellen N. Sueda, Seyfarth Shaw LLP, San Francisco

Julie Wilensky, Lewis, Feinberg, Lee, Renaker & Jackson P.C., Oakland, CA

ALI CLE Program Attorney: Amy S. Weinberg

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Program Schedule

Wednesday, April 2, 2014

7:30 a.m. Registration and Continental Breakfast

8:25 a.m. Administrative Remarks – ALI CLE Staff

WEBCAST SEGMENT A

8:30 a.m. Lessons from Heimeshoff – Mr. Cowart and Ms. Renaker

9:15 a.m. 401(k) Plan Update – Ms. Perdue and Mr. Neis

10:00 a.m. Networking and Refreshment Break

10:15 a.m. Freezing Defined Benefit Plans, Raising PBGC Premiums, and Other Pension Developments – Messrs. Lloyd and Neis

11:00 a.m. Drafting Tips for Executive Compensation 94133 – Ms. Baker

11:45 a.m. Questions and Answers

12:00 noon Lunch Break

WEBCAST SEGMENT B

1:15 p.m. Where Has Windsor Taken Us? – Ms. Wilensky

2:15 p.m. Driving Up Defined Contribution Plan Participation – Ms. Perdue

3:00 p.m. Networking and Refreshment Break

3:15 p.m. New Developments for IRAs – Mr. Sweetnam

4:00 p.m. How Can You Use an IRS Opinion Letter? – Mr. Lloyd

4:45 p.m. Questions and Answers

5:00 p.m. Adjournment for the Day; Networking reception for registrants and faculty

 

Thursday, April 3, 2014

8:00 a.m. Networking and Continental Breakfast

WEBCAST SEGMENT C

8:30 a.m. ACA Overview – Mr. Sweetnam

8:45 a.m. Losing "Use It or Lose It" – Ms. Levy and Mr. Sweetnam

9:30 a.m. Employers’ Plans for Shared Responsibility Penalties – Mss. Cowart and Levy

10:30 a.m. Networking and Refreshment Break

10:45 a.m. The Future for Defined Contribution Health Plans – Mss. Blanton, Killion, and Levy

11:45 a.m. Questions and Answers

12:00 noon Lunch Break

WEBCAST SEGMENT D

1:15 p.m. Litigation under the ACA -- a Debate? – Ms. Renaker and Mr. Shapiro

2:00 p.m. Using Annuities to De-Risk after Verizon – Ms. Barker

2:45 p.m. Networking and Refreshment Break

3:00 p.m. MHPAEA Final Regulations – Ms. Killion

3:45 p.m. Litigation Update – Mr. Shapiro

4:30 p.m. Questions and Answers

4:45 p.m. Adjournment for the Day

 

Friday, April 4, 2014

WEBCAST SEGMENT E

8:00 a.m. Networking and Continental Breakfast

8:30 a.m. Ethics for Employee Benefits Lawyers – Ms. Buchanan

9:30 a.m. Benefits Issues for High Tech Companies – Ms. Sueda and Messrs. Brown and Spaulding

10:30 a.m. Networking and Refreshment Break

10:45 a.m. What Do You Do With a QSAT? – Mss. Blanton and Cowart

11:30 a.m. Questions and Answers

11:45 a.m. Adjournment

Total 60-minute hours of instruction: 16.25, including 1 hour of ethics
CPE Credit: 19.5 credit hours in Business Law (live group and group-internet-based program)

Suggested Prerequisite: Substantial experience in legal practice in subject matter

Educational Objective: To get up-to-date on 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.

Level of Instruction: Advanced

Click Here for MCLE Credit Information

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Here's what registrants have said about this course:

“Great CLE.” – March 2014 registrant

“I’ve attended this program many times over the last 30 years. This was, by far, the best!” – March 2013 registrant

“Having come to this program since 1980, I can say it provides excellent coverage in a timely fashion of a plethora of topics related to the law of employee benefits.” – March 2013 registrant

“The course was excellent. The coverage of ACA material and law, relative to the health care bill rollout, was excellent and timely. If you have an ERISA practice, you must take this course. The material relative to qualified plans was excellent.” – John Almquist, March 2013 registrant

“Great program and great speakers.” - Robert Jones, October 2013 registrant

“This was by far the best ALI CLE Pension, Profit-Sharing, Welfare and Compensation Plans session that I have attended. They have all been good, but this year the presentations were particularly relevant and up to date. I thoroughly enjoyed it!” – October 2012 registrant

“I love this program, and this is my third year in a row attending.” – Carla McKain, October 2012 registrant

“I previously attending the ASPPA conferences but recently changed to ALI CLE. As an attorney I enjoy and learn different things at ALI CLE. Most speakers are comprehensible, well prepared, and [provide] excellent materials.” – October 2012 registrant

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