Events
Duane Morris Partner John Nixon to Speak at the 24th Annual ALI-ABA Advanced Course of Study
September 13, 2010 | Washington, D.C.
| Hilton Washington Embassy Row
Duane Morris partner John A. Nixon will be presenting at the 24th Annual ALI-ABA Advanced Course of Study, to be held on September 13-14, 2010, in Washington, D.C. The course will focus on the topic, "Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers."
Mr. Nixon will participate in panel discussions on "Fiduciary Obligations and Other Current Issues for 401(k), 403(b), and Other Defined Contribution Plans" on September 13 at 11 a.m. and "Governmental Plans Update" at 2:15 p.m.
The course will explore the following topics:
- What are the likely near-term and long-term effects of healthcare reform on employer-sponsored health plans? What steps/options should you consider taking now to prepare?
- What are the next wave of IRS and DOL issues affecting 403(b) programs, including the implications of recent DOL guidance on non-ERISA status and form 5500 reporting and audits?
- What new guidance does the IRS have in store for church and governmental plans?
- How to deal with governmental plan IRS determination letters—Pension Protection Act amendments, filing tips and responding to IRS reviewers.
- How should 403(b) and other plan sponsors cope with new investment advice and fee disclosure rules?
- How does the new 409A correction guidance apply to 457(f) and other nonqualified plans?
- What changes are likely for nonqualified plans in view of expected IRS guidance on "substantial risks of forfeiture"?
- How will cash balance and other hybrid plans cope with expected IRS regulatory guidance on interest rates and other critical issues?
If you don't know the answers to these pressing questions, you need to attend this course this year! Ever since the course debuted in 1987, it has proven to be the most comprehensive and sophisticated program to focus on the myriad plans and special issues facing these types of employers.
Who Should Attend
The course is designed for attorneys, accountants, actuaries, consultants, human resources professionals, and administrators responsible for understanding Internal Revenue Code, ERISA and other federal rules on employee plans of tax-exempt and governmental employers.
The program is available as a live course and live video webcast. Those who wish to view specific sessions may build a custom online program by ordering live video webcast segments.
For more information or to register to attend, please visit the ALI-ABA website.
