EMPLOYEE BENEFITS COMMITTEE MEETING HANDOUTS

2011-2012 Handouts

Monday, October 10, 2011

• 409A Issues Lurking Just Around the Corner 

Monday, September 12, 2011

• Successor Liability For Benefits In Asset Purchases

2010-2011 Handouts

• Highlights from the ABA's Annual Tax Section Meeting
• Fiduciary Status Revisted & Revised: Proposed Fiduciary Definition Regulations- What's changed since 1975
• Health Plan Non-Discrimination Rules
• Fee Disclosure Rules
• The Final and Proposed Hybrid Plan Regulations
• Inherited IRAs
• Notice of Proposed Rule Making to Modify the Privacy Rule, the Security Standards and the Enforcement Rule

2009-2010 Handouts

• Regulations Promulgated Under the Genetic Information Nondiscrimination Act of 2008
• HITECH Act Increases HIPAA Compliance Requirements for Group Health Plans
  The Oft-Ignored Tax Transaction Reinvigorated: Roth IRA Conversions - Now is the Time to Get Reacquainted
• IRS on Determination Letters, Interim Amendments and EPCRS
• Mental Health Parity and Addiction Equity Act Guidance Issued

2008-2009 Handouts

Applying FICA Taxes to Nonqualified Deferred Compensation (10/13/08)
Revised Correction Program for Retirement Plans (11/10/08)
ASPA Pamphlet
Employee Stock Ownership Plans (1/12/2009)
Correction of Code 409A (2/09/09)
Military Related Statutes (3/09/09)
Recent Changes in Employee Benefits (4/13/09)
2009 Great Lakes Benefits Conference (5/11/09)