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Managing Your 401(k) Plan: Current Considerations and Challenges

Webinar: ID# 1043668
About The Presenter:
Patricia L. Beaty, Esq.
  • Partner in the office of Taft Stettinius & Hollister, LLP focusing exclusively on employee benefit matters
  • Practice emphasizes all aspects of employee benefits and executive compensation of both retirement and health and welfare plans
  • Conducts regular client training, seminars, and workshops on ERISA, fiduciary duties, the Affordable Care Act, IRS and DOL audits, 401(k) plans, defined benefit plans, cash balance plans, health and welfare plans, VEBAs, Medicare Secondary Payer rules, litigation, mergers and acquisitions, 403(b) plans, 457(b) plans, 457(f) plans, and new comparability (cross-tested) plan designs
  • Certified employee benefits specialist (CEBS), American Bar Association Committee on Employee Benefits, Indiana Benefits Conference (past chairperson), Indianapolis Bar Association, and current President of the Indiana Chapter of the International Society of Employee Benefit Specialists
  • J.D. degree, Indiana University, Robert H. McKinney School of Law; B.S. degree, Ball State University
Evan Deig
  • Associate in the office of Taft Stettinius & Hollister, LLP focusing on employee benefits, executive compensation, and tax matters
  • Helps clients in designing, implementing, and managing a variety of benefit plans, including tax-qualified retirement plans, employee stock ownership plans (ESOPs), and non-qualified deferred compensation arrangements
  • Offers guidance on health and welfare plans, which include group health plans, Health Savings Accounts (HSAs), and cafeteria plans
  • J.D. degree, Indiana University, Robert H. McKinney School of Law; B.A. degree, Franklin University
About The Training Provider:

Lorman

Lorman Education Services has provided educational seminars, webinars, and online training for professionals since 1987.

Since then, Lorman training courses kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly-changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations. Moreover, each Lorman Education course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.

About Lorman Webinars

Lorman Education Services provide both live and on demand webinars, with most offering HRCI and SHRM re-certification credits.

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Managing Your 401(k) Plan: Current Considerations and Challenges
Available Live on 10/1/2026 or via On-Demand
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