Date: November 18, 2021
Time: 7:45 am - 9:15 am
- Understand the impact of recent retirement plan guidance, including DOL cybersecurity guidance, changes to the IRS correction program, and guidance on missing participants;
- Understand how to handle complicated administrative issues such as identifying appropriate beneficiaries and determining whether to recognize the authority of an individual with power of attorney;
- Understand how the end of the pandemic will allow or require changes to welfare plan designs; and
- Understand what plan amendments and communications are required in response to such changes
1 SHRM Certification Credit
1 General HRCI Credit
SHRM BoCK Representation/Alignment:
Learning & Development
RSVP by: November 17, 2021
About the Speakers: Laura Ryan and Kim Wilcoxon
Laura is a partner in firm’s Employee Benefits & Executive Compensation practice group. She focuses her practice on the design, maintenance and termination of tax-qualified retirement plans and trusts; analysis of employee benefit issues in the context of corporate mergers and acquisitions; welfare plan and flexible benefit plan administration and documentation; various aspects of executive compensation including establishment and maintenance of non-qualified deferred compensation plans; IRS and Department of Labor plan audits; governmental reporting obligations; compliance with ERISA fiduciary and prohibited transaction rules; and corrective actions under regulatory relief programs. From 2001-2005 Laura served as senior attorney for Convergys Corporation. The combination of her years of experience in private practice and as in-house counsel to a large public corporation with a global footprint provides her with unique and valuable perspective and experience.
Kim is a partner in the Employee Benefits & Executive Compensation practice group. Kim has significant experience advising employers and other benefit plan professionals on welfare benefit plan matters. She helps clients respond to increased plan costs and legal changes by analyzing various plan designs and associated risks; closely following legal developments and offering practical, proactive advice; reviewing and negotiating service provider agreements; helping health plans update HIPAA privacy and security compliance and providing employee training; drafting and reviewing plan documentation and participant communications; consulting on benefit claims and appeals; and answering questions relating to the Affordable Care Act, the mental health parity rules, HIPAA, COBRA, health savings accounts, surprise billing, cost transparency, nondiscrimination requirements, cafeteria plan rules, taxation of benefits, and other welfare benefit matters. She is a frequent speaker on these issues and somehow finds a way to bring excitement and energy to what can otherwise be a pretty dry topic. When not geeking out over health plan compliance, Kim enjoys outdoor activities like hiking and kayaking, and indoor activities like finding new recipes for cooking healthy and delicious foods.