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2019 Legal & Legislative Update for Retirement Plans
The Supreme Court’s next term looks to be flush with ERISA issues. They’ve agreed to review a Ninth Circuit case alleging that fiduciaries breached their duties by making imprudent investments and charging excessive fees. Plus there are two other cases that they will review, with the potential that more will be added, which center around fiduciary duties, disclosures, investment options, and fees. This webinar will cover these cases, an update on the current defined benefit cases on actuarial equivalency and defined contribution fee cases, plus any new regulatory guidance on retirement plans issued in the second half of 2019. As time permits, our speakers will also look into their crystal ball to provide an update of potential legislative changes and other cases to watch that might be taken up by the Supremes in the future.

TOP TAKEAWAYS
• Status of federal ERISA legislation
• Lessons from new ERISA decisions
• U.S. Supreme Court Cases to watch

PROFESSIONAL DEVELOPMENT CREDITS
CEBS - qualifies for 1 hour of CPE
HRCI - approved for 1 HR (General) credit
SHRM - valid for 1 PDC
ASPPA - qualifies for 1 CE credit

Nov 21, 2019 11:45 AM in Pacific Time (US and Canada)

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Speakers

Bethany A. Bacci
Partner @Stoel Rives LLP
Bethany counsels public and private employers on compliance for the full range of employee benefit programs and on plan design. This includes qualified and nonqualified retirement plans, health and welfare programs, fringe benefit programs, and executive compensation arrangements. In an evolving regulatory environment, Bethany partners with clients to stay on top of legal developments and current industry trends, such as pension derisking and self-funding health benefits. She represents plan sponsors in devising, negotiating, and implementing changes to employee benefit programs to address tax qualification issues, align plan design with business objectives, and mitigate risk through use of the IRS and Department of Labor correction procedures. Bethany has extensive experience assisting clients in corporate transactions with identifying potential liabilities, analyzing opportunities for synergy and creating employee communication strategies.
Abbey L. Hendricks, CEBS
Associate @Stoel Rives LLP
Abbey assists clients with a broad range of employee benefits issues, including issues associated with qualified retirement plans, nonqualified deferred compensation plans, and health and welfare benefit plans. She appreciates the value employers receive by offering these plans to their workforce and helps employers ensure compliance with numerous legal obligations. Prior to starting her law practice, Abbey worked for public and private employers in human resources and employee benefits. She previously served as plan administrator for fully-insured and self-funded employer sponsored health plans, collaborated with labor relations representatives on collectively-bargained employee benefits, and oversaw the design and operation of ancillary health and welfare benefits. She applies this experience to work with clients in a variety of industries.