ALI CLE to present two employee benefits seminars in October

The American Law Institute Continuing Legal Education Group (ALI CLE) has two upcoming seminars on employee benefits in October: “Employee Benefit Plans of Tax-Exempt and Governmental Employers,” is a live program and video webcast at the Washington Plaza Hotel in Washington, D.C., and “Employee Benefits Update: Latest Guidance and Developments in Health and Welfare Plans,” is a telephone seminar and audio webcast.

October 20-21. “Employee Benefit Plans of Tax-Exempt and Governmental Employers,” to be held Thursday through Friday, October 20-21, 2016, will feature, says the ALI CLE, practical solutions to problems under the Internal Revenue Code, ERISA, other federal laws, and state law requirements. Six government practitioners have been invited to speak, including Stephen B. Tackney Deputy Division Counsel-Deputy Associate Chief Counsel, Tax Exempt and Government Entities Division, Office of the Chief Counsel, Internal Revenue Service, Washington, D.C. Scheduled speakers include Lynn D. Dudley, Senior Vice President, American Benefits Counsel, Washington, D.C.

Topics expected to be covered include the impact of the DOL’s fiduciary rule on 403(b) plans, the proposed §457(f) regulations and the re-proposed regulations on the inclusion of income under §409A, the wind-down of the determination letter program and the issues it raises, new HHS and DOL audit initiatives, what the new rules on determination letters mean for establishing whether a retirement plan is “qualified,” and whether a tax-exempt entity’s 457(f) plan has a substantial risk of forfeiture. Additional topics on the agenda are: what the continued evolution of EPCRS means for fixing a retirement plan, disability plan claims procedures, evolving wellness program rules, and litigation regarding compliance for welfare plans.

The speakers are also scheduled to discuss: new HHS audit initiatives on HIPAA Privacy and Security, an anticipated update to the mortality tables, 417(e) lump sum payment provisions guidance, Cadillac tax guidance, proposed regulations on lump sum payments to retirees in pay status, new DOL audit initiatives, the bankruptcy of government plans, such as in Detroit, California, and Puerto Rico, and recent Circuit Court decisions on church plan status

October 14. Anticipated topics for the ALI CLE’s “Employee Benefits Update: Latest Guidance and Developments in Health and Welfare Plans” to be held Friday, October 14, include: what to expect from an EBSA health investigation, employer opt-out payments and the employer shared responsibility affordability calculation, exchange notices and whether or not to appeal, a discussion of recent MHPAEA guidance and publications issued by the Department of Labor, as well as the activities of the mental health parity task force, highlights of the new Form 5500 schedule J, and new TIN solicitation procedures.


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