2012 Employee Benefits Today – Issues and Problems in the Current Economic Environment: Series XXIV

    Program Highlights

    A panel of knowledgeable Locke Lord attorneys will address issues related to employee benefits focusing on significant issues and problems in the current economic environment.

    • Update on Worker Classification and Employee Benefits
    • Correcting Qualified Plan Errors Through Voluntary Correction Programs
    • Welfare Benefit Plan Update

    Who Should Attend

    CEOs, CFOs, COOs, In-House Counsel, Employee Benefits and Human Resources Managers and other compliance officers interested in the latest issues related to benefits. Please feel free to forward this invitation to others at your company who might be interested in attending this program..


    Stuart M. Bumpas (Dallas, Partner - Moderator): Stuart Bumpas has a broad range of experience in all areas of taxation, with a concentration in employee benefits and exempt organizations. Prior to joining Locke Lord, Mr. Bumpas was Assistant to the Commissioner of the Internal Revenue Service in Washington, D.C. Mr. Bumpas has also served as an adjunct professor at the SMU Dedman School of Law.

    Jacob Barney (Dallas, Associate): Jacob Barney advises clients on a range of design and implementation issues affecting tax-qualified retirement plans, nonqualified deferred compensation plans and health and welfare plans. Mr. Barney has assisted clients in obtaining Internal Revenue Service determination letters and represented clients participating in voluntary correction programs through the Internal Revenue Service and the Department of Labor. Mr. Barney also has experience advising nonprofit organizations on obtaining 501(c)(3) tax-exempt status and meeting applicable Internal Revenue Service reporting requirements.

    E. Philip Bush (Dallas, Partner): Philip Bush has been helping businesses understand and comply with the complex laws governing employee benefit plans and executive incentive programs for over 25 years. He has extensive experience in dealing with the IRS and the Department of Labor and resolving plan compliance issues. Mr. Bush is an adjunct faculty member of the SMU Dedman School of Law and a fellow of the American College of Employee Benefits Counsel.

    Jan R. Newsom (Dallas, Senior Counsel): Jan Newsom has extensive experience in health care law with a focus on health care regulatory and administrative matters. She concentrates on Medicare and Medicaid reimbursement and compliance issues, HIPAA and HITECH Act obligations, Stark law and fraud and abuse compliance, anti-kickback, illegal remuneration and compensation matters. Ms. Newsom also has substantial experience in welfare benefit plan design for insured and self-insured employers as well as for health insurers and HMOs, focusing on managed care and wellness program implementation and liability concerns, administrative matters and dealings with regulatory agencies.

    Edward A. Razim, III (Houston, Partner): Ed Razim has extensive experience in employee benefits and executive compensation, including drafting and implementing employee benefit and executive compensation programs for large and small employers; addressing compliance issues regarding Section 409A of the Internal Revenue Code and various equity compensation plan design matters. Mr. Razim has experience negotiating with the Internal Revenue Service, U.S. Department of Labor and Pension Benefit Guaranty Corporation on a variety of audit and compliance matters.

    Stefan P. Smith (Dallas, Partner): Stefan Smith works with both public and private entities to establish and ensure the continued compliance of tax-qualified defined contribution and defined benefit retirement plans, including 401(k)/profit sharing plans, traditional defined benefit plans, money purchase plans, employee stock ownership plans, and cash balance plans. In addition, Mr. Smith works with all forms of health and welfare plans and executive and equity-based compensation.

    Katy B. Zarolia (Dallas, Associate): Katy Zarolia is an associate practicing employee benefits and executive compensation. Ms. Zarolia regularly advises her clients regarding compliance issues concerning qualified retirement plans, executive employment agreements, equity-based compensation, performance-based compensation, and other nonqualified deferred compensation plans.


    This program is pending approval for CLE, CPE & HRCI credit. Information will be available at the program location.


    For more information, please contact Rachel Wallace at rwallace@lockelord.com or 214-740-8830.

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