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ERISA Litigation Update

From the ALI CLE program, "ERISA Litigation Update" (October 24. 2017)

Original Date(s): October 24, 2017
Segment Runtime: 01:01:40
Speakers: Howard Shapiro and Mary Ellen Signorille

Includes the following course materials:

  • ERISA Litigation Update - Slides

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Church Plans Update Other Than Litigation

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 38:02
Speakers: Messrs. Miller and Powell

Includes the following course materials:

  • Church Plan Update

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Considerations in Contracting for Benefit Plan Vendors

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 58:24
Speakers: Mss. Carter and Cowart

Includes the following course materials:

  • Cyber Security Risks and Liabilities for Employers and Retirement Plan Sponsors and Fiduciaries
  • Plan Sponsors Growing Fiduciary Responsibilities for Cyber Security

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Current State of the Church Plan Litigation and its Implications

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 59:24
Speakers: Mr. Powell, moderator; Ms. Handorf and Mr. Miller

Includes the following course materials:

  • After Advocate: Practical Considerations for Church Plan Sponsors
  • Groom Law Group Benefits Briefs
  • View From Groom: After Advocate - Practical Considerations for Church Plan Sponsors

More Information: Current State of the Church Plan Litigation and its ImplicationsMore Info Preview Preview Add to Cart - Current State of the Church Plan Litigation and its Implications Buy MP3  $119.00


DOL Update

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 43:36
Speakers: Ms. Rees

Includes the following course materials:

  • Hot Topics in Tax Exempt and Government Plan Benefits
  • Hot Topics in Tax Exempt and Governmental Plan Benefits

More Information: DOL UpdateMore Info Preview Preview Add to Cart - DOL Update Buy MP3  $119.00


EPCRS for 403(b) and Other Qualified Plans Maintained by Charitable and Governmental Retirement Plans: Current Issues

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 57:00
Speakers: Ms. Cowart, moderator; Mr. Schendt and Ms. Tavares

Includes the following course materials:

  • EPCRS for 403(b) and Other Qualified Plans Maintained by Charitable and Governmental Entities

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Ethical Issues in Representing Governmental and Tax-Exempt Employers; Questions and Answers

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 01:00:01
Speakers: Ms. Cowart, moderator; Messrs. Jacobs and Sears

Includes the following course materials:

  • Social Media Ethics for Lawyers
  • The Fiduciary Exception to Attorney-Client Privilege

More Information: Ethical Issues in Representing Governmental and Tax-Exempt Employers; Questions and AnswersMore Info Preview Preview Add to Cart - Ethical Issues in Representing Governmental and Tax-Exempt Employers; Questions and Answers Buy MP3  $129.00


Fiduciary Lessons from the Recent 403(b) Fee Lawsuits and Tax-Exempt Employer Retirement Plan Update

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 58:20
Speakers: Mr. Powell, moderator; Ms. Jonas and Messrs. Kronheim, McClain, and Turner

Includes the following course materials:

  • 115th Congress 1st Session: H.R. 3823
  • Fiduciary Lessons from the Recent 403(b) Fee Lawsuits and Tax Exempt Employer Retirement Plan Update
  • Groom Law Group Benefits Briefs
  • Other Reference Materials for: Fiduciary Lessons from the Recent 403(b) Fee Lawsuits and Tax-Exempt Employer Retirement Plan Update
  • Preparing Education and Nonprofit Employees for Retirement: 403(b) Plans and ERISA Fiduciaries
  • Relief for Victims of Hurricane Harvey
  • View From Groom: 401(k)/403(b) Hardship Substantiation Made Easier for Plan Sponsors and Recordkeepers

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Governmental Plans Update (Other Than Litigation): NRA, ANPRAM, and 414(h) Pickups

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 59:43
Speakers: Mr. Powell, moderator; Messrs. Nixon and Wellington

Includes the following course materials:

  • Complying with US, UK FATCA and CRS for US Retirement Funds
  • ETIs, ESG and Governmental Fund Fiduciary Duties
  • Governmental Plans Update

More Information: Governmental Plans Update (Other Than Litigation): NRA, ANPRAM, and 414(h) PickupsMore Info Preview Preview Add to Cart - Governmental Plans Update (Other Than Litigation): NRA, ANPRAM, and 414(h) Pickups Buy MP3  $119.00


Hot Topics for 457(f)/409A Plans

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 59:29
Speakers: Ms. Cowart, moderator; Messrs. Laing and Tackney

Includes the following course materials:

  • Hot Topics in Tax Exempt and Government Plan Benefits
  • IRS Office of Chief Counsel Memoranda
  • Proposed 409A Regulations
  • Proposed 457(f) Regulations
  • View From Groom: Long-Awaited Proposed Rules Provide Greater Clarity for Executive Compensation Plans of Exempt Organizations

More Information: Hot Topics for 457(f)/409A PlansMore Info Preview Preview Add to Cart - Hot Topics for 457(f)/409A Plans Buy MP3  $119.00


Hot Topics in Tax-Exempt and Governmental Plan Benefits

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 01:02:20
Speakers: Mr. Powell, moderator; Messrs. Sears and Wellington

Includes the following course materials:

  • Hot Topics in Tax Exempt and Governmental Plan Benefits

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IRS Update

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 31:38
Speakers: Ms. Judson

Includes the following course materials:

  • Hot Topics in Tax Exempt and Government Plan Benefits
  • IRS Form 14581-A: Fringe Benefits Compliance Self-Assessment for Public Employers
  • IRS Office of Chief Counsel Memoranda

More Information: IRS UpdateMore Info Preview Preview Add to Cart - IRS Update Buy MP3  $119.00


Legislative Update

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 49:01
Speakers: Ms. Raymond and Mr. Roda

Includes the following course materials:

  • Legislative Update

More Information: Legislative UpdateMore Info Preview Preview Add to Cart - Legislative Update Buy MP3  $119.00


Negotiating Employment and Severance Agreements; Questions and Answers

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 01:02:22
Speakers: Ms. Cowart, moderator; Messrs. Asensio and Laing

Includes the following course materials:

  • IRS Form 14581-A: Fringe Benefits Compliance Self-Assessment for Public Employers
  • Issues to Watch for in Negotiating Employment and Severance Agreements

More Information: Negotiating Employment and Severance Agreements; Questions and AnswersMore Info Preview Preview Add to Cart - Negotiating Employment and Severance Agreements; Questions and Answers Buy MP3  $129.00


Treasury Update

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 45:56
Speakers: Mr. Neis

Includes the following course materials:

  • Hot Topics in Tax Exempt and Government Plan Benefits
  • IRS Office of Chief Counsel Memoranda

More Information: Treasury UpdateMore Info Preview Preview Add to Cart - Treasury Update Buy MP3  $119.00


Welfare Plan Issues

From the ALI CLE program, "Employee Benefit Plans of Tax-Exempt and Governmental Employers 2017" (October 5. 2017)

Original Date(s): October 5-6, 2017
Segment Runtime: 58:10
Speakers: Ms. Cowart, moderator; Messrs. Asensio and Tackney

Includes the following course materials:

  • Retiree Medical Benefits Liabilities After the U.S. Supreme Court's Decision in M&G Polymers USA, LLC v. Tackett
  • The Evolving Landscape for Wellness Programs

More Information: Welfare Plan IssuesMore Info Preview Preview Add to Cart - Welfare Plan Issues Buy MP3  $119.00


Determination Letters, Pre-Approved, and Individually-Designed Plans: New Guidance, Tips, and Concerns

From the ALI CLE program, "Determination Letters, Pre-Approved, and Individually-Designed Plans: New Guidance, Tips, and Concer ns" (September 14. 2017)

Original Date(s): September 14, 2017
Segment Runtime: 01:00:17
Speakers: Pamela D. Perdue, William Anderson, Milo Atlas, and Angelo Noe

Includes the following course materials:

  • The New Revamped and Restructured Determination Letter Program - Implications, Options and Alternatives
  • The New Revamped and Restructured Determination Letter Program - Presentation Slides

More Information: Determination Letters, Pre-Approved, and
Individually-Designed Plans: New Guidance, Tips, and ConcernsMore Info Preview Preview Add to Cart - Determination Letters, Pre-Approved, and
Individually-Designed Plans: New Guidance, Tips, and Concerns Buy MP3  $129.00


Preparing for the CEO Pay Ratio Disclosure Rule: Overcoming Key Challenges

From the ALI CLE program, "Preparing for the CEO Pay Ratio Disclosure Rule: Overcoming Key Challenges" (August 9. 2017)

Original Date(s): August 9, 2017
Segment Runtime: 01:12:20
Speakers: Mark A. Borges and Maia Gez

Includes the following course materials:

  • Complying with the CEO Pay Ratio Disclosure Requirement - Client Alert
  • Preparing for the CEO Pay Ratio Disclosure Rule: Overcoming Key Challenges - Slides

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Church Plans After Advocate Health Care Network: Future Implications for Religiously-Affiliated Employers

From the ALI CLE program, "Church Plans After Advocate Health Care Network: Future Implications for Religiously-Affiliated Employers" (July 12. 2017)

Original Date(s): July 12, 2017
Segment Runtime: 59:09
Speakers: David W. Powell (Planning Chair), Karen L. Handorf, and G. Daniel Miller

Includes the following course materials:

  • After Advocate: Practical Considerations for Church Plan Sponsors - Presentation Slides
  • View From Groom: After Advocate - Practical Considerations for Church Plan Sponsors

More Information: Church Plans After Advocate Health Care Network: Future Implications for Religiously-Affiliated EmployersMore Info Preview Preview Add to Cart - Church Plans After Advocate Health Care Network: Future Implications for Religiously-Affiliated Employers Buy MP3  $119.00


“Pay-for- Performance” is Not Just Another Buzzword

From the ALI CLE program, "Executive Compensation 2017: Strategy, Design, and Implementation" (June 8. 2017)

Original Date(s): June 8-9, 2017
Segment Runtime: 59:51
Speakers: Mr. Borges and Ms. Wood

Includes the following course materials:

  • 'Pay-for-Performance' Is Not Just Another Buzzword

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