Watch for our occasional webinars and live seminars. These presentations are timely and topic focused.
Dates: Thursday, February 9, 2023 and Tuesday, February 14, 2023 Time: 10:00 – 11:15 am PST Cost: Complimentary SECURE 2.0 was signed into law by President Biden on December 29, 2022, as part of the 2023 Consolidated Appropriations Act, a $1.7 trillion omnibus spending bill. It is the culmination of a multi-year, bipartisan effort to […]
Download PowerPoint PresentationDates: Thursday, February 9, 2023 and Tuesday, February 14, 2023 Time: 10:00 – 11:15 am PST Cost: Complimentary SECURE 2.0 was signed into law by President Biden on December 29, 2022, as part of the 2023 Consolidated Appropriations Act, a $1.7 trillion omnibus spending bill. It is the culmination of a multi-year, bipartisan effort to […]
Download PowerPoint PresentationDate: Tuesday, August 9, 2022 Time: 9:00 – 10:00 am PDT Cost: Complimentary So much has happened since our last webinar on this topic in May of 2022! In the aftermath of the decision in Dobbs v. Jackson Women’s Health Organization, some plan sponsors have adopted changes to their health plans to enhance benefits for […]
Download PowerPoint PresentationDATE: Thursday, May 26, 2022 TIME: 9:00 AM – 10:00 AM PDT PRESENTERS: Mary Powell and Sarah Kanter A draft opinion from the Supreme Court of the United States (the “Court”) in Dobbs v. Jackson Women’s Health Organization, which was recently leaked to the media, would overturn the constitutional right to certain abortion services initially […]
Download PowerPoint PresentationDATE: Tuesday, May 24, 2022 TIME: 10:00 AM – 11:00 AM PDT PRESENTERS: Brad Huss, Angel Garrett, Dylan Rudolph, and Catherine Reagan This webinar will address recent decisions in 401(k) and 403(b) fee cases filed against Northwestern University, Salesforce, and Trader Joe’s, involving the pleading standards for plaintiffs bringing cases of this type. The panel […]
Download Presentation RecordingDATE: Tuesday, February 22, 2022 TIME: 9:00 AM – 10:00 AM PST PRESENTER: Mary Powell A main goal of the Consolidated Appropriation Act, 2021 (CAA) is to bring down health care costs. The question is how. And what role does the plan sponsor have in achieving that goal? In this webinar, we will take a […]
Download Presentation RecordingDATE: Wednesday, December 15, 2021 TIME: 9:00 AM – 10:00 AM PST PRESENTER: Mary Powell Prescription drug costs keep escalating. What is driving these high costs? Pharmacy Benefit Managers (PBMs) are a large part of the problem. Understanding where PBMs fit into the drug pricing puzzle is key for plan sponsors. The following will be […]
Download Presentation RecordingDATE: Tuesday, December 7, 2021 TIME: 10:00 AM – 11:00 AM PST PRESENTERS: Brad Huss, Nick White, Robert Gower, Dylan Rudolph, and Catherine Reagan This webinar will address the U.S. Department of Labor’s recent cybersecurity guidance to plan sponsors, fiduciaries, recordkeepers, and participants, including how it may impact ongoing plan governance and administration, and how […]
Download Presentation RecordingDATE: Tuesday, September 28, 2021 TIME: 10:00 AM – 11:00 AM PDT PRESENTERS: Brad Huss, Robert Gower, and Dylan Rudolph This webinar will address risks facing defined contribution plan fiduciaries related to the selection and monitoring of plan investments and service providers, and discuss how plan fiduciaries, benefits personnel, and service providers can identify and […]
Download Presentation RecordingDATE: Tuesday, March 23, 2021 TIME: 10:00 AM – 11:00 AM PDT PRESENTERS: Clarissa Kang, Dylan Rudolph, and Catherine Reagan This webinar will provide an overview and insight regarding a new wave of claims by participants (brought individually, or on behalf of a class or even the plan itself) against plan fiduciaries and/or plan service […]
Download PowerPoint PresentationDATE: March 4, 2021 TIME: 9:00 – 10:00 am PST PRESENTERS: Mary E. Powell and Lindsay R. Docto The Consolidated Appropriations Act, 2021 (the “CAA”) contained temporary provisions for healthcare flexible spending accounts (“Healthcare FSAs”) and dependent care flexible spending plans (“Dependent Care FSAs”) (collectively, the “Spending Plans”). The IRS recently issued Notice 2021-15, which […]
Download PowerPoint PresentationConsolidated Appropriations Act, 2021 — Understanding the Health and Welfare and Retirement Provisions 2021.1.21 DATE: Thursday, January 21, 2021 TIME: 9:00 AM – 10:30 AM PST PRESENTERS: Mary Powell, Kevin Nolt, Katuri Kaye and Lindsay Docto In a year-end piece of legislation that is 5,593 pages in length, the Consolidated Appropriations Act, 2021 (the “CAA”) […]
Download Presentation RecordingDATE: Thursday, June 4th TIME: 9:30 AM – 10:30 AM PDT PRESENTERS: Nicholas J. White and Freeman L. Levinrad This webinar will cover the much-anticipated DOL final electronic disclosure regulations. The speakers will discuss: • An overview of the new safe harbor for furnishing certain retirement plan-related documents electronically. • The areas where the final […]
Download PowerPoint PresentationDATE: Thursday, May 28th TIME: 9:00 AM – 10:30 AM PDT PRESENTERS: Mary Powell, Sarah Kanter, and Lindsay Docto This webinar will provide an overview—plus some insights—on the new legislation, regulations and other guidance recently issued in response to the COVID-19 pandemic. The new guidance has left many plan sponsors feeling overwhelmed and confused about […]
Download Presentation RecordingDATE: Thursday, April 9th TIME: 10:00 AM – 11:00 AM PDT PRESENTERS: Marc Fosse and Mary Powell As the shelter-in-place timelines are extended, many employers are faced with decisions about whether to provide severance pay or benefits in connection with a reduction-in-force or layoff. Designing and implementing a severance benefit plan, or drafting a severance […]
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