May Seminar

201801.22
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As previously announced, we will be holding our next clients and friends seminar at the BWI Marriott on Thursday, May 10, 2018, from 8 a.m. to noon. The following are some of the topics we will cover at the seminar. (As always, we expect to add/refine topics to reflect developments between now and May 10.)

I.  Health and Welfare Plans

-Issues with Drafting Plan Documents
-Importance of Careful Legal Review of Vendor Agreements
-New Disability Claims/Appeals Rules
-Recent EEOC Wellness Litigation Losses
-Form 5500 Changes – The Latest Rumblings
-Maryland Male Sterilization Mandate and Its Impact on HSAs
-Update on DOL and IRS Audit Activity and Field Positions
-Responding to IRS ACA Penalty Letters
-Health Coverage During Absences and Leaves
-New Association Health Plan Rules
-Common Errors in Dealing with Domestic Partner/Civil Union Partners/Common Law Spouses
-Electronic Delivery Rules – Why Can’t I Just Email It?
-Employees Versus Independent Contractors – Recent Developments
-Transportation-Related Plans – Parking, Transit, Bicycles
-Tax Bill Changes for Onsite Gyms
-Plan Designs That Favor/Disfavor Identified Groups
-Dangers of Paying “Extra-Contractual” Benefits
-Tax Bill Changes for Moving Expense Reimbursements
-Retiree Medical Plan Special Issues – ACA Exemption, MSP/ESRD
-Employer Tax Credit for Paid Family and Medical Leave
-Employee Achievement Award Taxation

II.  Qualified Retirement Plans

-Special ACP Test for Plans with Matches Over 100%
-Remaining Differences Between 403(b) and 401(a) Plans – Planning Opportunities
-Plan Loan Interest Rates
-Converting Traditional Defined Benefit Plans to Cash Balance Plans
-Review of the Partial Plan Termination Rules
-Update on Retirement Plan Litigation
-Review of Employers’ Fee Disclosure Obligations
-Locating Missing Participants – Latest Development
-Loan Offset Deposits to Rollover IRAs
-Hardship Rules and Natural Disasters
-Update on VCP User Fees
-New Minimum Distribution Guidelines
-Tips for Dealing with the New Fiduciary Rule
-IRS Determination Letters Update
-EBSA Penalties Inflation Adjustments

III.  Executive Compensation

-Disability Definitions in NQ Plans
-Issues When Employment on Incentive/Bonus Payment Date is Required
-Public Company Compensation Rules in Tax Bill
-Tax Bill and Compensating Executives of Tax-Exempt and Governmental Employers
-Tax Bill Rules for Tax-Exempt and Governmental Employer Severance Plans
-Tax Bill Rules for Deferral of Gain on Certain Equity Awards

IV.  Labor and Employment Law

-Maryland’s New Earned Sick and Safe Leave Law
-Sexual Harassment – How to Respond to the “Me Too” Moment
-Updates on Pregnancy and Lactation Protections in the Workplace
-NLRB Update
-Wage and Hour Update
-Disability Law Update
-Marijuana Law Update
-Multistate Compliance with Labor and Employment Laws
-Restrictive Covenant Law Update
-Payment of Bonuses and Commissions After Termination

Please contact Alison Christian at 410-321-9000 or achristian@smithdowney.com if you’d like to reserve a spot at the seminar. As always, the seminar is free.