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September 29, 2009

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End-of-Year Employee Benefit Plan Issues

End-of-Year Employee Benefit Plan and Executive Compensation Issues

December 31, 2009 is a significant date for many statutory and regulatory changes that affect employee benefit plans.  Tax-advantaged retirement plans of all kinds – from defined benefit pension plans to 403(b) tax-deferred annuity plans – all are subject to December 31, 2009, deadlines based on the Pension Protection Act of 2006 and IRS guidance issued in recent years.  Group health plans face a number of new rules – including new mental health parity rules, genetic nondiscrimination rules, and HIPAA requirements.  Those working with executive compensation plans continue to grapple with the final Code Section 409A regulations, proposed 409A income inclusion rules, the 409A corrections program, planning for stockholder approvals needed in the 2010 proxy season, and executive compensation deduction and claw-back issues.

This live event focuses on providing an overview of these various issues facing employee benefit plan sponsors at the end of 2009 and into 2010.

What is covered

This 60-90 minute webinar will provide participants with a conceptual understanding and practical application of the following:

  • End-of-year and Pension Protection Act of 2006 amendments for defined benefit and defined contribution / 401(k) plans
  • Plan document requirements for 403(b) plans
  • New welfare plan requirements
  • Updated cafeteria regulations (if published
  • 409A issues
  • Equity plan issues

Education Objectives 

Participants learn how to:

  • Provide a framework for the review end-of-year employee benefit plan issues
  • Highlight key end-of-year decisions items and required activities
  • Provide insight into likely hot topics for employee benefit sponsors in 2010

Recorded on September 29, 2009, this event is available on CD for purchase.

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