19th Annual Employee Benefits Update 2023

  • OnDemand seminar
  • Employment Law
View schedule and faculty
19th Annual Employee Benefits Update 2023

Endorsed by the Labor and Employment Law Section of the State Bar of Wisconsin

A very beneficial update

It’s a whole new ballgame now that the SECURE 2.0 Act is law. There are dozens of new provisions, with changes that may strengthen the retirement system and put Americans in a better financial position. Attorneys who work with benefit plans will need to have a comprehensive understanding of big changes to enrollment and plan portability, emergency savings, new distribution events, and more.

Make sure your clients are offering their employees the best benefit plans possible with the in-depth updates you’ll receive at the 19th Annual Employee Benefits Update 2023.

8:30 am
: Contracting Terms for Benefit Plans

David Eckhardt

  • The types of contracts that plan sponsors sign with respect to various benefit plan arrangements.
  • Why contracting with third parties is a fiduciary function.
  • Contract terms to negotiate specific to health/welfare plans and retirement plans.
9:20 am
: Class Action Fiduciary Litigations under ERISA

Paul M. Secunda

10:25 am
: SECURE 2.0 and 1.0 changes for individual estate planning

Brian L. Anderson

  • Required Minimum Distributions
  • Rothification
11:15 am
: Executive Compensation Update

Martin P. Tierney

12:05 pm
: Lunch (on own)
1:05 pm
: Mistakes Happen – How to Fix Them

Amy A. Ciepluch

  • SECURE 2.0 changes to recovery of overpayments and EPCRS overhaul
  • Common retirement plan errors and correction tips
  • Missing participant issues in Department of Labor investigations
  • Paying for error correction from plan assets
  • Options for correcting health and welfare plan errors
1:55 pm
: SECURE 2.0

Steven E. Grieb

  • Automatic enrollment for new plans
  • Matching contributions on student debt repayments
  • Emergency distributions
  • Long-term, part-time eligibility requirements
  • Hardship distribution changes
  • New distributable events (domestic abuse, federal disaster declarations, etc.)
2:45 pm
: Break
3:00 pm
: SECURE 2.0 (cont.)

Steven E. Grieb

  • Tax credits for small employer start up plans
  • 403(b) plan investments in CITs
  • Starter 401(k)
  • DOL’s retirement savings lost & found program
  • Benchmarks for mixed asset funds
  • Provisions regarding annuity investments
3:50 pm
: Program Concludes

Following program start times, webcast replay schedule may vary slightly from above listed times.

Program Chair

Michael W. Taibleson
Godfrey & Kahn S.C. · Milwaukee

Presenters

Brian L. Anderson
DeWitt LLP · Madison
Amy A. Ciepluch
Foley & Lardner LLP · Milwaukee
David Eckhardt
Husch Blackwell LLP · Milwaukee
Steven E. Grieb
Arthur J. Gallagher & Co. · Rolling Meadows, IL
Paul M. Secunda
Walcheske & Luzi LLC · Brookfield
Martin P. Tierney
Michael Best & Friedrich LLP · Milwaukee

  • Know which contractual terms you should be negotiating for in benefit plans
  • Enhance your understanding of recent changes to executive compensation
  • Learn how to fix common retirement, health, and welfare plan errors
  • Go in-depth on changes codified as SECURE 2.0 and what they mean for your clients
  • Receive an update on class action fiduciary litigation under ERISA
  • Employee benefits attorneys
  • Health law attorneys
  • Employment law practitioners
  • Insurance lawyers
  • Business lawyers
  • In-house counsel
  • Estate planning lawyers
  • General practitioners

Book Bonus!

Wisconsin Employment Law
Save 15% on Wisconsin Employment Law.* It provides the comprehensive coverage of Wisconsin law governing private-sector, nonunion employment from the perspectives of both employee- and employer-side advocates. Use discount code CA3508 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books Unbound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/24. For Books Unbound users, discount may be applied to purchase of individual Books Unbound title only and may not be used on purchase of libraries. Discount cannot be combined with any other offers.

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