Western Pension and Benefits Council
Salt Lake City Chapter Spring Seminar
Join us for our annual retirement and health spring seminar on May 18, 2018. Our speakers include:
Fees: $100 for members, $150 for non-members (members can bring guests for the member rate)
Continental breakfast and Lunch to be served.
If you are interested in golfing afterwards, please contact Scott Czaja
Join us for our annual retirement and health spring seminar on May 18, 2018.
Our speakers include:
Stephen W. Forbes
"Top Ten Corrections Not Addressed in EPCRS"
Stephen is an ERISA attorney and educator residing in Castle Rock, Colorado with 32 years of experience practicing and teaching in the retirement plan area. Stephen recently returned from a three-year sabbatical where he presided over a mission for his church. Previous, Mr. Forbes was vice president of SunGard Relius in charge of Relius Education. At SunGard, he taught seminars, conferences and web seminars on retirement plan compliance, design and correction. He also helped draft qualified plan, 403(b), 457(b), 409A and IRA documents and other forms. Mr. Forbes was the author of all of the editions of "The Form 5500 Filing Guide" and the co-author of "The Pension Library." He also wrote articles and technical updates on all aspects of retirement planning. Mr. Forbes came to SunGard in the acquisition of Pension Publications of Denver, Inc where he served as Vice President. Previous to working for PPD, Mr. Forbes was a Tax Law Specialist at the National Office of the Internal Revenue Service (Employee Plans Division) where he worked with Master/Prototype Plans, trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.
After receiving his bachelor's degree, Mr. Forbes graduated from Willamette College of Law. He then went on to obtain a Masters of Law degree in Taxation from the George Washington Law Center.
John Walch - Durham Jones & Pinegar
"Employee Benefit Provisions in the Tax Cuts & Jobs Act"
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 over 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.
John also has extensive experience obtaining individual prohibited transaction exemptions from the U.S. Department of Labor, defending IRS audits of qualified plans and litigating ERISA cases.
John also works with employers to design deferred compensation, stock option, stock appreciation right, phantom stock and other incentive plans. He advises businesses on issues related to parachute payments, COBRA, HIPAA and other benefit plan issues.
When he is not helping plan sponsors and administrators run their benefit plans, John like to hike Utah's mountains, read spy thrillers and yell at his television while watching college football games.
Christopher J. Rillo: - Jenner & Block
"Recent Fiduciary Liability Developments"
Christopher J. Rillo is a member of the firm's ERISA Practice. He has more than 30 years of experience as a litigator, focusing on ERISA litigation and class action defense since the early 2000s. He also has significant experience with benefit issues involving ESOPs, plan fee litigation, retiree health litigation and other defined benefit plan litigation. As plaintiffs' claims have evolved, his experience has cut across almost all areas of benefits litigation practice.
Mr. Rillo trained as a labor and employment lawyer at the outset of his career and moved into ERISA litigation as the practice area developed. He has handled cutting-edge cases involving company stock and conversion of defined benefits plans to cash balance arrangements. He litigated one of the first major company stock cases in 2001. Some of his major matters involve issues of company stock, cash balance conversions and fiduciary personal liability for pension plan funding. He also has experience with related tax litigation involving plan disputes, financial services litigation and securities claims.
Mr. Rillo has been recognized by Chambers USA and Legal 500 in ERISA litigation. In addition, he is AV Peer Review Rated, Martindale-Hubbell's highest peer recognition for ethical standards and legal ability. He is a frequent writer and author on current benefit litigation topics.
1992, Tim Aguilar founded Calculated Research and Technology. Over the next 25 years, he expanded the business and his team in becoming a
Fees: $100 for members, $150 for non-members (members can bring guests for the member rate).
Continental breakfast and Lunch to be served