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What's Happening with Litigation and Regulations? 

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February 7, 2018 

 Networking begins at 3:30 

Our Program starts at 4:00 pm and ends at 7:00 pm

Arden Hills Resort & Spa Sacramento, CA

The Presentation:

There is a plethora of Legislative and Regulation issues being addressed within the Employee Benefits and Pension fields.  This promises to be a thoroughly comprehensive update. Our presenters will be addressing these topics:

1.          Litigation Update– Church plan case (Advocate Healthcare), Tibble (10 years after)

2.          Tax Cuts and Jobs Act

3.          ACA– Employer Shared Responsibility Payment Assessments – Reporting extension

4.          Disability Claims Regulation Delay

5.          2017 Required Amendment List

6.          PBGC Program – Missing participants in DC plans

7.          401(k) Plan safe harbor for hardship substantiation guidelines

8.          Rev. Proc. 2017-41– Pre-approved plan program changes

9.          Nonqualified deferred compensation update– No closing agreement if employer failed to take NQDC into account for FICA purposes when amounts vested.

10.        Fiduciary Rule– status update

11.        2017 Form 5500– Compliance questions – Don’t include preparer info

12.        VCP Fee Changes

Plus, a short segment on employment/benefits law update from Shaye Schrick of DELFINO MADDEN O’MALLEY COYLE & KOEWLER LLP.

Our Speakers:  

Scott E. Galbreath leads the Employee Benefits and Executive Compensation Practice Team. He has more than 30 years of experience representing employers in ERISA, employee benefits, and executive compensation matters. Scott also practices in the areas of tax, estate planning, business and nonprofit law.

Scott’s benefits practice includes counseling for-profit, tax exempt and governmental clients on all aspects of employee benefits: choosing appropriate retirement, deferred compensation, equity compensation, cafeteria and other health and welfare benefit plans; using benefits to attract and retain key executive and management employees; using benefits (including ESOPs), in succession planning; ERISA, Internal Revenue Code section 401(a), 403(b), 409A and 457 compliance; CalPERS and PEPRA compliance; investments, prohibited transactions, and fiduciary duties; multiemployer plan funding and withdrawal liability rules; as well as drafting plan documents and correcting plan operational or document failures, and representing clients in IRS audits or Department of Labor investigations.

Scott was named a Top Lawyer for Employee Benefits on the 2015, 2016, and 2017 lists published by Sacramento Magazine.

Marcel Weiland handles all areas of employee benefits law that impact private sector and nonprofit employers, including ERISA and Internal Revenue Code compliance. He focuses on qualified retirement plans, including ESOPs.

For 20 years, Marcel has helped clients attract and retain the best talent by facilitating meaningful benefits for their employees. By analyzing the business organization along with the benefits and fiduciary structures, he helps clients to ensure that their benefits align with the company's strategic plans. Marcel's comprehensive understanding of benefits designs, laws and regulations allows him to minimize tax and fiduciary exposure while enabling clients to meet their business goals.

Marcel excels in finding creative solutions to correct retirement plan tax qualification and fiduciary issues in the IRS and Department of Labor voluntary correction programs. He has a long track record of limiting cost and exposure for clients in IRS and Department of Labor investigations. He can also solve potential problems with 409(p) anti-abuse testing for S corporation sponsored ESOPs to protect clients from the onerous tax consequences of noncompliance.

Marcel's leadership and participation in the pension and benefits field keep him updated on current trends and knowledgeable of best options for his clients. 

 Continuing Education:

• 3 hours for California CPAs
• 3 CE for ASPPA certifications
• 3 CE for NIPA certifications
• 3 hours for Certified Financial Planners, CFP (pending)
• 3 CE for JBEA
• 3 hours MCLE for California attorneys
• 3 CPE for CEBS
• 3 hours for Enrolled Retirement Plan Agents and Enrolled Agents, ERPA

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For more information, please contact Kathy Cannon, WP&BC Sacramento President, by email at kathyc@benefit-resources.com.