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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

More Information: Considerations in Contracting for Benefit Plan VendorsMore Info Preview Preview Add to Cart - Considerations in Contracting for Benefit Plan Vendors Buy MP3  $119.00


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

More Information: EPCRS for 403(b) and Other Qualified Plans Maintained by Charitable and Governmental Retirement Plans: Current IssuesMore Info Preview Preview Add to Cart - EPCRS for 403(b) and Other Qualified Plans Maintained by Charitable and Governmental Retirement Plans: Current Issues Buy MP3  $119.00


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

More Information: Hot Topics in Tax-Exempt and Governmental Plan BenefitsMore Info Preview Preview Add to Cart - Hot Topics in Tax-Exempt and Governmental Plan Benefits Buy MP3  $129.00


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


Serving on a Nonprofit Board: What Lawyers Need to Know

From the ALI CLE program, "Serving on a Nonprofit Board: What Lawyers Need to Know" (September 12. 2017)

Original Date(s): September 12, 2017
Segment Runtime: 01:00:46
Speakers: Katherine Morgan Breslin and Fernando Chang-Muy

Includes the following course materials:

  • Board Service Checklist
  • Links to Nonprofit Resources
  • Self-Assessment Checklist – Areas of Knowledge (Pennsylvania Association of Nonprofit Organizations Standards for Excellence Program)
  • Serving on a Nonprofit Board: What Lawyers Need to Know – Presentation Slides

More Information: Serving on a Nonprofit Board: What Lawyers Need to KnowMore Info Preview Preview Add to Cart - Serving on a Nonprofit Board: What Lawyers Need to Know Buy MP3  $129.00


Serving on a Nonprofit Board: Identifying and Resolving the Ethical Issues

From the ALI CLE program, "Serving on a Nonprofit Board: Identifying and Resolving the Ethical Issues" (December 15. 2016)

Original Date(s): December 15, 2016
Segment Runtime: 01:30:46
Speakers: Willard L. Boyd III and Lisa A. Runquist

Includes the following course materials:

  • Lawyers’ Service on Nonprofit Boards: Managing the Risks of an Important Community Activity
  • Nonprofit Governance Issues
  • Serving on a Nonprofit Board: Identifying and Resolving the Ethical Issues
  • Serving on a Nonprofit Board: Identifying and Resolving the Ethical Issues – Presentation Slides

More Information: Serving on a Nonprofit Board: Identifying and Resolving the Ethical IssuesMore Info Preview Preview Add to Cart - Serving on a Nonprofit Board: Identifying and Resolving the Ethical Issues Buy MP3  $149.00


Communicating With Your Pro Bono Client

From the ALI CLE program, "Communicating with Your Pro Bono Client" (May 25. 2016)

Original Date(s): May 25, 2016
Segment Runtime: 01:01:54
Speakers: Eve Biskind Klothen, Jill Friedman, Wali W. Rushdan, II and Rashida T. West

The following MP3 download and files are available for download:

MP3 File: VCXW0525_SEGMENT_38447.mp3

Chapter: Communicating with Your Pro Bono Client

Chapter: Representation of Low-Income Clients


Ethics for Pro Bono Lawyers

From the ALI CLE program, "Ethics for Pro Bono Lawyers" (December 16. 2015)

Original Date(s): December 16, 2015
Segment Runtime: 01:00:54
Speakers: Jill Friedman, Eve Biskind Klothen, Wali W. Rushdan, II

Includes the following course materials:

  • Excerpts from the New Jersey Rules of Professional Conduct
  • Hypotheticals for Use in Training of Lawyers on the Role of the Pro Bono Lawyer
  • Pro Bono Ethics Checklist

More Information: Ethics for Pro Bono LawyersMore Info Preview Preview Add to Cart - Ethics for Pro Bono Lawyers Buy MP3  $29.00


Before the Fundraising Begins: What Every Lawyer Needs To Know About Charitable Solicitation Registration

From the ALI CLE program, "Before the Fundraising Begins: What Every Lawyer Needs To Know About Charitable Solicitation Registration" (December 9. 2015)

Original Date(s): December 9, 2015
Segment Runtime: 01:00:39
Speakers: Donald W. Kramer, Karl E. Emerson

Includes the following course materials:

  • Before the Fundraising Begins: What Every Lawyer Needs To Know About Charitable Solicitation - Presentation Slides
  • Ready References from Nonprofit Issues
  • Solicitation Statutes: Everything You Wanted To Know About Them but Were Afraid To Ask

More Information: Before the Fundraising Begins:
What Every Lawyer Needs To Know About Charitable Solicitation RegistrationMore Info Preview Preview Add to Cart - Before the Fundraising Begins:
What Every Lawyer Needs To Know About Charitable Solicitation Registration Buy MP3  $119.00


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