A panel of knowledgeable Locke Lord attorneys will address issues related to employee benefits focusing on significant issues and problems in the current environment.
1) Correcting Qualified Plan Errors Through Voluntary Correction Programs
2) Tuning Up Your Plan
3) 2013 Welfare Benefit Plan Update
4) Recent Trends in Global Executive Compensation
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.
PanelistsStuart 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.
Laura L. Ferguson
(Houston, Associate): Laura Ferguson regularly assists clients with drafting, reviewing and amending all types of retirement and welfare plans for compliance with the Employee Retirement Income Security Act, the Internal Revenue Code, and other applicable federal or state laws. Ms. Ferguson also assists clients with applications for determination letters for their benefit plans from the Internal Revenue Service, as well as identifying and resolving benefit plan document and/or operational failures through the preparation and submission of voluntary compliance program applications to the IRS and/or DOL.
Vincent J. Hess
(Dallas, Partner): Vince Hess has experience in a wide range of complex commercial litigation and arbitration. He represents large and mid-size companies in software, class actions, managed care and employee benefits, contract, trade secrets, health care, non-competes, securities, commercial real estate, debt collection, franchise, leasing, construction, and environmental issues. Michael Kushner
(New York, Partner): has extensive experience advising corporate and other business clients on a wide range of domestic and cross-border corporate, tax, transactional and compensation matters, including mergers and acquisitions for both private and public companies, cross border transactions including corporate inversions, domestic and international taxation, joint ventures, strategic alliances, securities, debt and equity finance, fund formation, capital markets, private equity, employee benefits and executive compensation. 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. She 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 Z. Skattum
(Dallas, Associate): Katy Skattum has experience regarding compliance issues concerning qualified retirement plans, executive employment agreements, equity-based compensation, and other nonqualified deferred compensation plans. With regard to qualified retirement plans, Ms. Skattum advises on plan design matters, required plan amendments and disclosures, and identifying and correcting plan document and operational errors.
CLE, CPE & HRCI
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 firstname.lastname@example.org or 214-740-8830.