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Employee Benefits Today - Issues and Problems In The Current Environment: Series XXVII

George W. Bush Institute at the Presidential Center
Southern Methodist University
Dallas, Texas

September 29, 2015
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 environment.

Topics that will be covered include:

1) U.S. Supreme Court Decision on Same-Sex Marriage:  Its Impact on Employee Benefit Plans

2) ERISA Litigation Update – 2015

3) Retirement Plan Update

4) 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.


Lori A. Basilico (Providence, Partner): Lori Basilico has focused her practice in the field of employee benefits and executive compensation since 1988.  Lori represents and advises private and publicly held clients with respect to the design and legal compliance of executive compensation programs, equity-based incentive compensation plans, severance and retention plans, tax-qualified plans, welfare plans, fringe benefit plans and ERISA fiduciary and prohibited transaction issues. She also counsels clients regarding compliance with ERISA, the Internal Revenue Code, COBRA, HIPAA, FMLA and other federal and state laws impacting employee benefit plans.

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.

Vincent J. Hess (Dallas, Of Counsel): 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.

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.

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 or 214-740-8830.