Program Chair:
Michael W. Taibleson
Godfrey & Kahn S.C.
Milwaukee
Presenters:
Brian L. Anderson
DeWitt LLP
Madison
David Eckhardt
Husch Blackwell LLP
Milwaukee
Steven E. Grieb
Arthur J. Gallagher & Co.
Rolling Meadows, IL
Leigh C. Riley
Foley & Lardner LLP
Milwaukee
Mary Ellen Schill
Ruder Ware L.L.S.C.
Wausau
Martin P. Tierney
Michael Best & Friedrich LLP
Milwaukee
John B. Tuffnell
Salberg Tuffnell Law S.C.
West Bend
8:00 a.m. : Registration
8:30 a.m. : Retirement Plan Regulatory Update
- DOL guidance regarding different investment types
- Keeping plan documents current
- Fiduciary liability insurance trends
- Status of state level retirement plans
Steven E. Grieb
9:20 a.m. : Equity Compensation for Passthrough Entities
- A brief review of the various types of equity compensation, such as profits interests, capital interests, and phantom equity agreements
- The impact of vesting conditions tied to these awards
- The tax implications of the awards
- The economics of the awards
- LLC operating agreement implications
David Eckhardt
10:10 : Break
10:25 a.m. :15 Provisions that Should be in Your Summary Plan Descriptions (But Probably Aren’t)
- Overview of the ERISA requirements for SPDs
- Which SPD provisions often get short shrift, but shouldn’t
- Provisions that employers should consider including in their retirement or welfare plan summary plan descriptions, even though not legally required
- Recommendations from caselaw, government guidance and real-world examples of situations where SPD language would have been helpful
Leigh C. Riley
11:15 a.m. : Executive Compensation Update
- Executive compensation litigation update
- IRS guidance update
- Dangerous deduction issues including Hoops, L.P. v Commissioner
Martin P. Tierney
12:05 p.m. : Lunch (on own)
1:05 p.m. : Annual ERISA Case Law Update
- U.S. Supreme Court Clarifies Pleading Standards (and Substantive Duties) for Claims Against Plan Fiduciaries for Offering Allegedly “Improper” Investment Options
- Selected Seventh Circuit Decisions on Retirement Plan and Life, Health & Disability Claims
- Mental Health Parity in ERISA Health Plans
John B. Tuffnell
1:55 p.m. : Break
2:10 p.m. : Take It or Leave It: Wisconsin’s Bone Marrow and Organ Donor Leave Law; Leave Donation Programs Done Right
- Which employers are required to provide donor leave
- Defining donor leave
- Employee notice requirements to take advantage of donor leave
- Process for complaints regarding the donor leave law violations and how they are handled
- Donating paid leave in times of crisis, like the war in Ukraine. Make sure your leave donation program complies with IRS rules
Mary Ellen Schill
3:00 p.m. : Selected Current Issues Regarding Employee Benefits
- Best Practices
- What you need to
- Mental Health Parity Compliance
- DOL Guidance on Retirement Plan Investments in ESG, Private Equity, and Cryptocurrency
- Pooled Employer Plans and Multiple Employer Plans
- Required Minimum Distribution Rule Changes
Brian L. Anderson
3:50 p.m. : Program Concludes
Following program start times, webcast replay schedule may vary slightly from above listed times.
- Know the 15 provisions that should be in your Summary Plan Descriptions
- Help your clients attract, retain, and motivate top employees
- Understand Wisconsin’s Bone Marrow and Organ Donation Leave Act
- Examine equity compensation for pass-through entities
- Get the latest on retirement plan regulations and executive compensation litigation
- Employee benefits lawyers
- Health law attorneys
- Labor & employment lawyers
- Insurance law practitioners
- Business lawyers
- In-house counsel
- General practitioners
Book Sale – Save 20%
Wisconsin Employment Law
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*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.