Please join us for our October luncheon!
Understanding Employee Benefit Developments & Regulatory Guidance:
John Walch will provide insights on a variety of recent employee benefit developments including statutory changes, new regulatory guidance, and litigation outcomes affecting retirement plans. Some of the topics include ESG litigation, the ongoing DOL fiduciary rule process, RMD relief, SECURE 2.0 IRS guidance, and similar items affecting retirement plans.
About our speaker:
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.
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 efficiently run their benefit plans, John like to hike Utah’s mountains, read spy thrillers and yell at his television while watching college football games.
October Meeting: Understanding Employee Benefit Developments & Regulatory Guidance
Date: Friday, October 20th, 2023
Time: 12:00pm MST
111 South Main Street, Suite 2400
Salt Lake City, UT 84111
Members are free, and the fee for guests of members is $25. 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 18th, 2023, 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 email@example.com. 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
ATTN: Doug Myers
155 N 400 W | Ste 400
Salt Lake City, UT 84103