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14th Annual Employee Benefits Update 2018

Product ID: CA2783D
Presented By: State Bar of Wisconsin PINNACLE

Back to basics

With so many complex rules regulating employee compensation and benefits to navigate, it's imperative to stay up to date to make the difference for your client. Don't miss the single-most practical update on employee benefits the State Bar has provided so far.

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OnDemand seminar
Course manual
Course manual and CD


Member $249.00

Non-Member $329.00



Credits are no longer available for this OnDemand program.

Maximum quantity must be less than or equal to 1.

Back to basics

With so many complex rules regulating employee compensation and benefits to navigate, it's imperative to stay up to date to make the difference for your client. Don't miss the single-most practical update on employee benefits the State Bar has provided so far.

Read More ↓

Program Chair:

Michael W. Taibleson
Husch Blackwell LLP


Brian L. Anderson
DeWitt, Ross & Stevens S.C.

David Eckhardt
Husch Blackwell LLP

Steven E. Grieb
Empower Retirement

Leigh C. Riley
Foley & Lardner LLP

Mary Ellen Schill
Ruder Ware L.L.S.C.

Martin P. Tierney
Michael Best & Friedrich LLP

John B. Tuffnell
Tuffnell Law, S.C.

8:00 a.m. : Registration

8:30 a.m. : Retirement Plan Updates

  • Overview of the changes for pre-approved plan documents applicable to the next filing cycle
  • Extended time for rolling cash in lieu of a defaulted loan into another qualified plan or an IRA
  • Changes to hardship distribution rules from the Tax Reform Bill and the Bipartisan Budget Act
  • New PBGC program that assists sponsors of terminating plans in locating missing participants

Steven E. Grieb

9:20 a.m. : A Potpourri of Interesting Recent Court Opinions on Employee Benefit Matters

  • Is the employer is an agent of the insurance company for purposes of group-term life insurance beneficiary insurability?
  • Did an employer breach its fiduciary duty regarding a group life-insurance plan?
  • Can a post-death QDRO be validated?
  • Fiduciary breach from the use of retail shares

Brian L. Anderson

10:10 a.m. : Break

10:25 a.m. : What Benefits Attorneys Should Know About Employment Agreements

  • Even attorneys who limit their practices to executive compensation will be involved with drafting (or at least reviewing) employment agreements
  • Restrictive covenants are very common for high level executives or sales employees, and state law will often have a greater impact on those provisions than federal law
  • Learn about recent Wisconsin court cases and federal legislation that might make your “standard” restrictive covenants unenforceable

Mary Ellen Schill

11:15 a.m. : Updates on Retirement Plan Investments

  • Department of Labor (DOL) guidance on social investing
  • DOL guidance on proxy voting
  • Overview of prohibited transactions
  • Overview of investments in Individual Retirement Accounts

David Eckhardt

12:05 p.m. : Lunch (on your own)

1:05 p.m. : Employee Benefits Changes Under Tax Reform, including:

  • Changes to 162(m) limitation on deductions for covered employee compensation in excess of $1 million
  • New taxes on tax-exempt entities for excessive executive severance and compensation (Code section 4960)
  • Qualified equity grants under Code Section 83(i)
  • Fringe benefits issues - moving expenses, transportation expenses, etc.
  • Qualified plan issues - rollover periods for plan loan offsets, Roth re-characterization, etc.
  • And more…

Martin P. Tierney

1:55 p.m. : ERISA Cases and Mental Health Coverage

  • Significant recent ERISA cases from the Seventh Circuit
  • Recent developments involving mental and behavioral health coverage under employee benefits plans
  • Discussion of Mental Health Parity Act and the more stringent review that insurers place upon such claims

John B. Tuffnell

2:45 p.m. : Break

3:00 p.m. : ERISA 101 – A Review of ERISA Duties That Have Nothing to Do With Fees!

  • An analysis of ERISA fundamentals relating to:
  • Document retention
  • ERISA bond requirements
  • What expenses can be paid with plan assets
  • Delivery of SPDs and other plan-required notices, and similar topics

Leigh C. Riley

3:50 p.m. : Program Concludes

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

  • Learn what the IRS, Balanced Budget Act, Tax Cuts and Jobs Act, and more mean for retirement plans
  • Explore the most interesting court opinions from the past year involving employee benefits
  • Look at emerging trends in benefit plans offering mental and behavioral health coverage
  • Understand how benefits are impacted by employment and severance agreements
  • The newest dos and don’ts of retirement plan investing
  • Hear how tax reform will impact employee benefit plans
  • Receive an analysis of ERISA fundamentals
  • Employee benefits lawyers
  • Health law attorneys
  • Employment law practitioners
  • Tax law attorneys
  • Insurance law practitioners
  • Business law attorneys
  • In-house counsel
  • General practitioners

Book Sale – Save 20%

Wisconsin Employment Law

Save 20% on Wisconsin Employment Law. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Find guidance on legal issues from hiring through termination and beyond.
Use discount code CA2783 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 as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

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