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
8:30 a.m. : Contracting Terms for Benefit Plans
- 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.
David Eckhardt
9:20 a.m. : Class Action Fiduciary Litigations under ERISA
Paul M. Secunda
10:10 : Break
10:25 a.m. : SECURE 2.0 and 1.0 changes for individual estate planning
- Required Minimum Distributions
- Rothification
Brian L. Anderson
11:15 a.m. : Executive Compensation Update
Martin P. Tierney
12:05 p.m. : Lunch (on own)
1:05 p.m. : Mistakes Happen – How to Fix Them
- 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
Amy A. Ciepluch
1:55 p.m. : SECURE 2.0
- 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.)
Steven E. Grieb
2:45 p.m. : Break
3:00 p.m. : SECURE 2.0 (cont.)
- 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
Steven E. Grieb
3:50 p.m. : Program Concludes
Following program start times, webcast replay schedule may vary slightly from above listed times.
- 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
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