Self-Auditing Your Employee Benefits: A Guide To What May Need Fixing

Webinar: ID# 1012340
Recorded CD
About This Course:

Qualified Retirement Plans

  • Compensation Definitions vs. Payroll System
  • Matching Contribution Calculations
  • Depositing Contributions Timely
  • Tests, Tests and More Tests!
  • Eligibility and Vesting
  • Controlled Group and Participating Employers
  • ERISA 404(c) Compliance
  • Reasonableness of Investment and Administration Fees
  • Paying Expenses From Plan Assets
  • Plan Loan Documentation
  • Partial Plan Terminations
  • Plan Documents and SPDs
  • Authority and Procedures for Making Changes
Health, Welfare and Cafeteria Plans

  • Identifying All Your Benefits
  • Examining Tax Consequences of Each Benefit
  • Plan Documents and SPDs
  • Coordinating Your Health Plan Provisions and Your Stop-Loss Policy
  • HIPAA Privacy
  • Limiting ERISA Fiduciary Exposure for Denial of Insured Claims
  • Eligibility and Consistency of Rules
  • Special Domestic Partner Coverage Issues
  • Application of Grandfather Rules
  • Anticipating Health Care Reform Changes
  • Discrimination Testing
  • Notices, Notices, Notices!
  • Mid-Year Election Changes
  • Authority and Procedures for Making Changes to Benefits
Executive and Stock Compensation

  • Plan Documents and Employee Communications
  • 409A - Are You Complying or Avoiding?
  • Executive Medical Benefits
  • Taxation of Perks
  • Restrictive Covenants
Title bulletFaculty

Renée W. O'Rourke

  • Shareholder with Greenberg Traurig, LLP in its Denver, Colorado office
  • Practicing law in the areas of employee benefits and compensation for more than 25 years
  • Practice emphasizes employee benefits and ERISA, including retirement plans, executive and stock compensation and health, welfare and fringe benefit plans
  • Frequent speaker on benefits and compensation issues
  • Achieved the highest rating in the Martindale-Hubbell Law Directory
  • Listed in Best Lawyers in America, 2010 to 2013
  • Listed in Chambers & Partners USA Guide, an annual listing of the leading business lawyers and law firms in the world, 2005 to 2012 editions
  • bio info
Self-Auditing Your Employee Benefits: A Guide To What May Need Fixing
Available on CD format
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