Lunch Meeting: Legal Update: You Can’t Do That Anymore

• Recent changes to benefit statutes and regulations
• Interesting and uninteresting court cases
• Things that plan sponsors and service providers should think about doing

About Our Presenter:

John Walch focuses on all aspects of qualified and non-qualified benefit plans, including equity-based incentive and compensation plans, nonqualified deferred compensation plans, qualified profit sharing plans, 401(k) plans, ESOPs, pension and welfare benefit plans.
For 25 years, John has designed, drafted and obtained IRS approval of hundreds of qualified retirement plans. For plans facing disqualification, he has obtained compliance statements from the IRS's Voluntary Compliance Program and negotiated positive resolutions to audit or determination letter issues. He also advises plan fiduciaries on operational issues involving QDROs, plan investment policies and fiduciary liability issues.