Jul

28

Virtual 2020 May Tax Meeting: Employee Benefits

1 PM EDT

A series of panels over three hours including: recent guidance on health and welfare plans, retirement plans, executive compensation, as well as the stimulus legislation impact on plans, employers and more. See below for panel details.

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1:00pm
Recent Guidance Impacting Health and Welfare Plans. A discussion of the recent legislative changes and regulatory guidance impacting health and welfare plans, including: expanded coverage for services related to COVID-19; relaxed rules for cafeteria plans and flexible spending arrangements; employer-funded student loan repayment; employee disaster relief benefits.

Panelists:
Elena Kaplan, Jones Day, Atlanta, GA
Kevin Knopf, IRS Office of Chief Counsel, Washington, DC

1:30pm
Recent Legislation and Guidance Impacting Retirement Plans. A discussion of the recent legislative changes and regulatory guidance impacting health and welfare plans, including: Who meets the definition of COVID-19 Impacted Participants; Details of distributions permitted to be added to plans, discussion of the self-certification process and terms pertaining to repayment; Details of terms of permitted expanded loans and loan deferment for COVID-19 Impacted Participants; 2020 RMD Waiver; Spousal Consent Process and Potential Relief.

Panelists:
David Whaley, Thomson Hine LLP, Cincinnati, OH
William Evans, Office of Benefits Tax Counsel, Department of Treasury, Washington, DC

2:00pm
Executive Compensation Planning in the COVID-19 Economic Downturn. Discussion of executive compensation planning strategies in light of the COVID-19 economic downturn, including: Restrictions on paying executive compensation under the Main Street Lending Programs; Alternatives being considered to modify incentive compensation planning, including ISS guidance; Special 409A considerations; Compensation reductions and delayed payments; Cancelling deferral elections under NQDC plan; Taking in service withdrawals from NQDC plan; Section 4960 guidance, if issued before the program.

Panelists:
Andrew Liazos, McDermott, Will & Emery LLP, Boston, MA
Ilya Enkishev, IRS, Washington, DC

3:00pm
Reopening America: Stimulus One, Two, Three, Four! This panel of experts will dive into the fray and analyze the latest stimulus legislation, provide practical pointers and identify pitfalls for the unwary. Join us as we provide an up-to-the-minute update on guidance focusing on the legislative issues that all plans, employers, insurance carriers, participants, and service providers need to know now on our path to reopen America.

Panelists:
Erin M. Sweeney, Miller & Chevalier Chartered, Washington, DC (Moderator)

Format

Web

Date

Jul 28, 2020

2020-07-28T13:00:00-04:00 2020-07-28T16:00:00-04:00 Virtual 2020 May Tax Meeting: Employee Benefits A series of panels over three hours including: recent guidance on health and welfare plans, retirement plans, executive compensation, as well as the stimulus legislation impact on plans, employers and more. See below for panel details.

Section of Taxation

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