Events

Watch for our occasional webinars and live seminars.  These presentations are timely and topic focused.

Past Events

May 24 2017

ACA Repeal: Where Things Stand—And What Lies Ahead

Join Trucker Huss attorneys Mary Powell and Eric Schillinger for an update on the status of health reform.  On May 4th, the House passed the American Health Care Act (“AHCA”) in the first step to “repeal and replace” the Affordable Care Act.  The AHCA, which included eight amendments, would significantly change a number of healthcare rules that affect group health plans and their employer-sponsors. While the Senate has stated that it will draft its own bill, it likely will include at least some of the same (or similar) provisions as the AHCA.  Moreover, much of the current ACA rules could change regardless of whether Congress passes a replacement bill.  The administrative agencies have considerable discretion in interpreting and enforcing ACA rules, and a pending federal court case could have major implications on the future of the ACA.  Topics that will be addressed include:

  • An overview of the AHCA, with a focus on group health plans
  • The legislative process, how it affects healthcare reform, and what might take place in the Senate
  • The role of the Trump Administration — and how it might make significant changes even if Congress fails to pass ACA-repeal legislation
  • House v. Burwell — Does the fate of the ACA hang on the result of an appropriations case?

This program is eligible for Continuing Legal Education (CLE) credit. Please contact Joe Harrison jharrison@truckerhuss.com to receive a CLE certificate of completion.

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Mar 01 2017

Webinar: What Comes Next? – Lessons Learned & Practical Implications of the Fiduciary Rule Under Review

DATE: Wednesday, March 1, 2017
Over the course of the last year, plan sponsors and service providers have been hard at work ramping up to comply with the Department of Labor’s Fiduciary Rule (“the Rule”).  With only two months to spare before the Rule’s April 10 compliance deadline, President Trump issued an executive order calling for the Department of Labor to review the Rule in light of his administration’s policies, which may ultimately result in the rule being revised or rescinded.

With no timeline for the review to be completed, and no clear delay of the April 10 compliance deadline, plan sponsors and service providers face the challenge of preparing to comply with the Rule, while simultaneously preparing for the implications of a potential delay, revision, or rescission.

Please join Trucker Huss Directors Ben Spater, Nick White and Robert Gower as they discuss the lessons learned in preparing to implement the Rule, as well as the implications of a delay, revision or rescission, including:

  • Amendments to existing service agreements to comply with the Rule
  • Changing compensation practices and disclosures resulting from the Rule
  • Impacts of the Rule on plan participant experience
  • How investment advisers to IRAs have prepared for the Rule
  • Up-to-date information on the status of the Department of Labor’s review of the Rule
  • Whether a delay, revision or rescission has (or should have) any real impact given the substantial compliance efforts already completed

This program is eligible for Continuing Legal Education (CLE) credit. Please contact Joe Harrison jharrison@truckerhuss.com to receive a CLE certificate of completion.

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Jan 11 2017

The Future of the Affordable Care Act (ACA) Under a Trump Presidency and GOP-Controlled Congress

PRESENTED BY MARY POWELL AND ERIC SCHILLINGER

DATE: Wednesday, January 11, 2017
TIME: 9:00 AM – 10:30 AM PST
COST: Complimentary

• Brief overview of major ACA provisions that affect employer-sponsored health plans

• Basic structure of the entities which control various aspects of ACA – Congress, Government Agencies, President

• GOP replacement proposals

• Legislative obstacles (such as filibuster) to complete repeal and replacement plans

• How the Executive Branch could modify or undermine ACA

MCLE Credit: This program is eligible for Legal MCLE credit. Contact Joe Harrison at jharrison@truckerhuss.com to request credit.

Confirmation: After registering, you will receive a confirmation email containing information about joining the webinar.

 

 

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Sep 27 2016

Webinar: Retirement Plan Enrollment and Termination Issues – Beyond Scratching the Surface

PRESENTED BY Nicholas White, T. Katuri Kaye, and Robert Gower

Corporate growth.  Layoffs.  Acquisitions.  Spin-offs.  Plan participants come and go, and with them come many enrollment and termination obligations—notices, elections, payroll deductions, distributions and more.  With so many moving pieces, mistakes can easily happen.  And when they do, the critical issue of how to correct becomes front and center.  Please join us for a 60 minute webinar as we discuss real-life case studies highlighting participant enrollment and termination issues, and the analysis that must be undertaken to properly correct the related defects, such that they can best withstand Internal Revenue Service, Department of Labor and/or participant scrutiny.

 

Date:  September 27, 2016

Time: 10:00 AM – 11:00 AM PDT

 Cost: Complimentary

Space is limited.
Reserve your Webinar seat now at:
https://attendee.gotowebinar.com/register/7155385655595156994

Materials: will be posted on our web site 24 hours before the program

Truckerhuss.com | Events & Publications | Events

This program qualifies for MCLE credit. California attorneys requesting MCLE credit may contact jharrison@truckerhuss.com after the program to request a California Certificate of Completion.

After registering, you will receive a confirmation email containing information about joining the webinar.

View System Requirements

 

 

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Jul 27 2016

Compensation Planning for Non-Profits and Governmental Entities—Newly Issued Code Section 457(f) Proposed Regulations Offer Clarity and New Opportunities in Designing Executive Compensation

Presented by Mary Powell, Marc Fosse & Eric Schillinger

Finally!  The IRS has issued proposed regulations under Code Section 457(f) regarding deferred compensation for non-profits and governmental entities.  This webinar will delve into the nitty gritty of all your questions on the proposed regulations including (but not limited to!) the following issues:

 

  • What constitutes a substantial risk of forfeiture?
  • Is a “rolling risk of forfeiture” still permitted?
  • Can compensation be deferred using a non-compete agreement?
  • Are salary deferral plans permitted?  Under what circumstances?
  • When is deferred compensation taxable?  And how is the amount determined?
  • What is a bona fide severance pay plan?  Or a bona fide vacation and sick leave plan?
  • What is the interaction between Code Sections 457(f) and 409A?

 

Date:    Wednesday, July 27, 2016

Time: 9:00 AM – 10:30 AM PDT

Cost: Complimentary Materials: will be posted on our website 24 hours before the program.

This program qualifies for MCLE credit. California attorneys requesting MCLE credit may contact jharrison@truckerhuss.com after the program to request a California Certificate of Completion.

After registering, you will receive a confirmation email containing information about joining the webinar.

View System Requirements

 

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Jun 29 2016

LGBTQ Partners & Associates Reception

The Bar Association of San Francisco cordially invites you to attend its LGBTQ Partners and Associates Reception welcoming LGBTQ Summer Associates to the Bay Area.  This event is hosted by Trucker Huss and co-sponsored by BALIF.

 

Location

Trucker Huss

One Embarcadero Center

12th Floor

San Francisco, CA

 

CLICK BELOW FOR MORE INFORMATION AND TO REGISTER

https://login.sfbar.org/login/eventlogin.aspx?ReturnUrl=https://login.sfbar.org/calendar/register1.aspx

 

 

 

Jun 08 2016

Compensation Planning for Tax-Exempt Entities: Navigating IRC Section 457(f)

Presented by Mary Powell, Marc Fosse & Eric Schillinger

Compensation Planning for Tax-Exempt Entities: Navigating IRC Section 457(f)

Presented by MARY POWELL, MARC FOSSE & ERIC SCHILLINGER Tax-exempt employers must be aware of the unique restrictions and benefits of Section 457(f) of the Internal Revenue Code (the “Code”) when designing and administering compensation packages and programs that include supplemental executive retirement benefits, long-term incentive bonuses and severance benefits. We have designed many compensation programs for tax-exempt entities and in this webinar will share our knowledge and experience gained in order for you to adopt best practices for your programs and avoid common pitfalls.

Topics covered include:

  • Code 457(f) statutory requirements and IRS regulatory guidance.
  • Determining when compensation is subject to a substantial risk of forfeiture.
  • Is a rolling risk of forfeiture still permissible?
  • Can employees defer salary under a 457(f) plan?
  • IRS Notice 2007-62 and what is “bona fide severance pay” under Code Section 457(e)(11)?
  • The interplay between Code Sections 457(f) and 409A (and what is a 409A tail?).
  • ERISA requirements for a Code 457(f) plan.
  • Tax withholding and reporting.

 

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Apr 20 2016

The Department of Labor’s Final Fiduciary Rule is Here – A First Look for Plan Sponsors

Presented by Benjamin Spater, Nicholas White and Robert Gower

After years of drafting and revision, the Department of Labor’s final Fiduciary Rule has arrived. Please join us as we cover the significance of the Rule and the practical steps Plan sponsors should be taking with service providers in order to comply. In this 75-minute webinar we will provide a comprehensive overview of the Rule, including:

  • The theory behind the Rule and a “conflict free” advice standard
  • Which service providers may be impacted by the rule, and why
  • Potential impacts of the Rule on Plan operations
  • Considerations for plan sponsors
  • Implementation deadlines
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Feb 24 2016

Ready or Not: ACA Reporting Starts March 31st!

We will review the  following:

  • Pay or Play, Back to the Basics Under 4980H
  • Reporting (Review Forms and Codes)
  • Determining Affordability
  • Examples of Common Reporting Scenarios
  • Most Recent IRS Guidance
  • Questions and Answers

February 24th – San Francisco
February 25th – Santa Clara

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Dec 16 2015

High Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs)—How Do Those Plans Work?

Mary Powell and Eric Schillinger, present a Webinar entitled “High Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs)—How Do Those Plans Work?

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