A 2020 Vision for ERISA and Employee Benefits Legal Compliance
Over the past 24 months, the team at Hall Benefits Law has abated more than $60 million in DOL and IRS penalties for its plan sponsor clients in 28 states. ACA enforcement is not waning as many expected under the Trump administration. On the retirement plan side, the SECURE Act just passed, fiduciary breach lawsuits remain a reality, and the plaintiffs’ bar has taken the fiduciary battle into the health and welfare benefits arena. Employee benefits and HR professionals for plan sponsors large and small should be taking a more proactive approach to employee benefits legal compliance, but the HBL team spends the majority of its time putting out legal compliance fires. Attorneys will share cautionary tales, give a boots on the ground perspective on employee benefits legal compliance, and offer a prospective view of what employers can expect over the coming year, highlighting throughout the importance of a proactive approach to employee benefits legal compliance as well as the creative solutions the team can implement for those wishing to be more proactive.
- Understand the importance of ERISA Legal Compliance
- Learn the details of the SECURE Act
- Comprehend what fiduciary breach is, and why it matter to you as an HR professional
- Learn how agency enforcement of employee benefits legal compliance is increasing
- Look-back/Look-forward at Health & Welfare and Executive Compensation legal compliance landscape
- Learn steps to be proactive to ensure you don’t find yourselves facing a penalty situation with the DOL, IRS, or HHS
SHRM BoCK COMPETENCIES
- Employment Law & Regulations
- Employee and Labor Relations
- Business Acumen
- Learning & Development
- Risk Management
Senior Compliance Counsel
Prior to joining Hall Benefits Law, Scott Santerre worked as an ERISA attorney and as in-house counsel with well-known insurance companies in their ERISA legal departments, including New York Life and Standard Insurance Company. During his 11-plus years in the ERISA space, he has assisted his companies’ clients, maintaining compliance with IRS and DOL regulations, drafting and maintaining retirement plan documents and amendments, and he was the lead attorney for reviewing and advising on Qualified Domestic Relations Orders and preparing submissions to the DOL for correcting late remittance of deferrals and loan repayments.
Senior Compliance Counsel
Eric Schillinger concentrates his practice in the areas of qualified, health and welfare, and non-qualified employee benefit plans, including pension, defined contribution, deferred compensation, health care, life insurance, disability, fringe, and other employer-provided benefits. He has extensive experience in helping employers comply with the various federal and state laws applicable to those plans, such as the Patient Protection and Affordable Care Act (ACA), ERISA, the Internal Revenue Code, the Securities Act of 1933, the Public Health Service Act, HIPAA, COBRA, FMLA, and Medicare.
- SHRM-Atlanta Member: Complimentary
- Non-Member: $30
Re-certification Credit*: (1) HRCI General Credit and (1) PDC SHRM Credit
Who should attend:
HR Professionals, Business Leaders, People Managers