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Unraveling the Mysteries of Employee Benefits Law - 3 CLE - 2024


Unraveling the Mysteries of Employee Benefits Law


Viewers can expect insightful discussions led by Philip J. Gutwein II & Faculty. Our program provides valuable perspectives on topics such as ERISA litigation trends, IRS/DOL priorities & Exec Comp/409A. Plus, a Top 10 list of benefits issues that will bite unwary clients. Stay ahead of the curve and unravel the mysteries of employee benefits law.


TOPICS:

Welcome & Introduction

– Philip J. Gutwein II, Program Chair


The “Top Ten” List of Benefits Issues that Will Bite Unwary Clients

1. Reporting – failure to file 5500 – penalty

2. Disclosure – failure to respond to document requests – penalty

3. Claims – failure to comply with claims regs – deemed denial

4. QDROs – pulled into court

5. COBRA

6. Life insurance conversion notices – liability for benefit

7. Beneficiary designations – pulled into court

8. Deviating from plans terms – loss of discretion; loss of coverage by insurer/stop loss carrier

9. Blowing off multiemployer plan audits – 515 liability

10. Withdrawal liability – successor; upon sale; with acquisition; etc.

– Thomas P. Stafford & Philip J. Gutwein II


ERISA Litigation Trends

– Stephanie L. Gutwein


Exec Comp/409A Basics

– Gayle L. Skolnik

IRS/DOL Priorities:

1. Parity

2. Missing participants

3. RMDs

4. ESOPs

– Alexander L. Mounts & Emily A. Kile-Maxwell

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FACULTY:

Philip J. Gutwein II, Chair

Faegre Drinker Biddle & Reath LLP, Indianapolis


Stephanie L. Gutwein

Faegre Drinker Biddle & Reath LLP, Indianapolis


Emily A. Kile-Maxwell

Faegre Drinker Biddle & Reath LLP, Indianapolis


Alexander L. Mounts

Krieg DeVault LLP, Indianapolis


Gayle L. Skolnik

Faegre Drinker Biddle & Reath LLP, Indianapolis


Thomas P. Stafford

Krieg DeVault LLP, Indianapolis

________________________


Unraveling the Mysteries of Employee Benefits Law



ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE


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