Please join us for our October Luncheon!

You did WHAT? Fixing Plan Problems

Qualified plans are subject to literally dozens of complex rules.  Making a single mistake can threaten a plan’s qualified status and trigger penalties or personal liabilities for the plan fiduciaries.  What can you do when you discover a problem?  Fortunately, there are tools available to fix most problems.  Join us for a discussion of the programs available to pull a plan out of the ditch and get it back on the road. 

About Our Presenter:

Presented by John Walch, Durham Jones & Pinegar, P.C.

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 30 years, John has designed, drafted and obtained IRS approval of hundreds of qualified retirement plans.  For plans facing disqualification or violations of ERISA, he has obtained compliance statements from the IRS's Voluntary Compliance Program and the Dept. of Labor’s Voluntary Fiduciary Compliance program.  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 or DOL investigations of benefit plans and litigating ERISA cases.

Additionally, John 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 efficiently run their benefit plans, John likes to hike Utah’s mountains, read spy thrillers, and yell at his television while watching college football games.

October Meeting: You did WHAT? Fixing Plan Problems

Date: Friday, October 22, 2021.

Time: 12:00pm MST

Durham Jones & Pinegar, P.C.
111 S. Main Street, Suite 2400
Salt Lake City, UT 84111

(Note: Please bring photo ID and check in at the security desk. We will work to pre-clear registered attendees with security before the event to keep this a short inconvenience. Please find a map for parking options and access here: guest map.pdf.)

We will maintain remote attendance options for those who would prefer to attend remotely:

*Phone number and Conference ID provided after registration. 

Members are free. Non-members are welcome, and the $40.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 4:00 p.m. on October 20, 2021, to ensure we have space available for you.

If you require any assistance or would like to notify us of your dietary restrictions, please do not hesitate to contact us at info@wpbcsaltlake.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.

Western Pension & Benefits Council, Salt Lake Chapter
P.O. Box 11641, Salt Lake City, UT 84147