Strafford
Webcasts and Conferences

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Executive Compensation for Tax Exempt Organizations: New 4960 Regs, Covered Employees, Donated Services, Aggregation

Strafford

Sept. 30, 2020
Webcast

$

Managing Missing Plan Participants: Avoiding the Pitfalls of RMDs for 401(k), 403(b), and Other Qualified Plans

Strafford

Oct. 7, 2020
Webcast

$

401(k) Plans for Hemp, CBD, and Cannabis Industry: ERISA Compliance, 280E, and Other Tax Issues

Strafford

Oct. 21, 2020
Webcast

$

Evolving Standards for Investment Advice Fiduciaries: The New (Old) DOL Fiduciary Rule, Proposed Class Exemption and Regulation Best Interest

Strafford

Oct. 28, 2020
Webcast

$

IRC 83(i) Election for Qualified Equity Grants: Deferral Opportunities for Stock Options and RSUs

Strafford

Nov. 19, 2020
Webcast

$

Satisfying Employee Benefits Plan Disclosure, Notice, and Election Requirements

Strafford

Nov. 24, 2020
Webcast

$

Private Equity Compliance With ERISA: Fiduciary Duties in Managing ERISA Plan Assets

Strafford

Sept. 16, 2020

$

Private Equity Compliance With ERISA: Fiduciary Duties in Managing ERISA Plan Assets

Strafford

Sept. 16, 2020

$

Retirement Plan Distributions Under the CARES Act: New IRS Guidance and State Law Considerations

Strafford

Sept. 9, 2020

$

Employee Benefits and Executive Compensation Reps, Warranties, and Indemnification Clauses in M&A Deals

Strafford

Sept. 2, 2020

$

New IRS Rules for Section 125 Cafeteria Plans: Key Plan Amendments, Timing of Elections, Claims, HDHP Relief

Strafford

Aug. 25, 2020

$

Recent Surge in 401(k) ERISA Class Actions: What's at Issue and How Is It Potentially Impacted by Recent Supreme Court Decision in Intel v. Sulyma and Thole v. U.S. Bank N.A.

Strafford

Aug. 19, 2020

$

New DOL Electronic Disclosure Rules for ERISA-Covered Retirement Plans: Critical Next Steps and Legal Ramifications

Strafford

Aug. 12, 2020

$

ERISA Wrongful Denial of Benefits Claims: Key Defenses, Procedural Prerequisites, Litigation Issues

Strafford

Aug. 5, 2020

$

Furloughs and Layoffs: Pension and Health Plan Issues and Other Critical Legal Implications

Strafford

July 30, 2020

$

New DOL and IRS Regulations for Employee Benefits Plans, Participants, and Beneficiaries

Strafford

July 29, 2020

$

ERISA Breach of Fiduciary Duty Class Actions: Avoiding and Defending Claims Against Companies and Fiduciaries

Strafford

July 22, 2020

$

Telehealth Regulation Post-Pandemic: Returning to Stricter Requirements

Strafford

July 14, 2020

$

Executive Compensation Tax Issues in M&A: IRS Rules for Stock Options, Deferred and Equity Comp, Golden Parachutes

Strafford

July 8, 2020

$

DOL and IRS Health and Welfare Plan Audits: Latest Examination Initiatives, Key Legal Provisions, Avoiding Triggers

Strafford

June 24, 2020

$

CARES Act: Employee Benefits Provisions, DOL Guidance, Relief for Sponsors of Certain Plans and Pensions

Strafford

June 17, 2020

$

ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims

Strafford

June 10, 2020

$

Structuring Management Carve-Out Plans for Privately Held Corporations: Mechanics, Tax Obstacles and Optimization

Strafford

June 3, 2020

$

COVID-19 and Employee Benefits: New Relief Act, Vendor Performance, HIPAA Issues, Paid Leave, 401(k) Considerations

Strafford

May 21, 2020

$

Structuring Equity Compensation for Partnerships and LLCs: Capital and Profits Interests, Sec. 409A, Tax Issues

Strafford

May 20, 2020

$

Health and Welfare Plan Administrative Services Agreements: Negotiating, Drafting, and Monitoring Agreements

Strafford

May 13, 2020

$

Healthcare Reform Compliance for Employee Benefits: Required Plan Changes, Limiting Exposure, Transparency Rules

Strafford

Apr. 22, 2020

$

ERISA Benefit Plan Investment Management Agreements: Selecting 3(38) Investment Managers, Structuring the IMA

Strafford

Apr. 15, 2020

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SECURE Act and Retirement Plan Administration: ERISA Compliance Issues for Plan Sponsors and Employers

Strafford

Mar. 25, 2020

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Multiemployer Pension Plan Withdrawal: An In-Depth Examination

Strafford

Mar. 18, 2020

$

Controlled Group Liability and Successor Employer Rules After PBGC v. Findlay Industries Inc.

Strafford

Mar. 4, 2020

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Avoiding Nonqualified Plan Traps: Key Considerations for ERISA Counsel and Employers

Strafford

Feb. 26, 2020

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Designing Equity Compensation and Employment Agreements for Startup and Emerging Growth Companies

Strafford

Feb. 19, 2020

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Employee Severance Agreements and Section 409A Deferred Compensation: Withstanding Heightened IRS Scrutiny

Strafford

Feb. 11, 2020

$

Administering Benefit Claims: Avoiding Mishaps and Litigation, Compliance Challenges for ERISA Counsel

Strafford

Feb. 5, 2020

$

New Individual Coverage and Excepted Benefit HRAs: DOL Guidance and Compliance Challenges for Employers

Strafford

Jan. 29, 2020

$

Out-of-Network ERISA Claims: Identifying Provisions Subject to Provider Challenge

Strafford

Jan. 22, 2020

$

Employee Releases in ERISA Disputes: Minimizing Claims With Effective Release Provisions

Strafford

Jan. 15, 2020

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ERISA Fiduciary Rules for Health and Welfare Plans: Compliance Requirements and Litigation Risks for Plan Sponsors

Strafford

Dec. 19, 2019

$

Terminated Employee and Retiree Rights Under ERISA: Reducing Benefits, Partial Plan Termination, Severance Packages

Strafford

Dec. 17, 2019

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New IRS Final Regulations for Hardship Distributions Under 401(k) and 403(b) Plans

Strafford

Dec. 12, 2019

$

Unauthorized Workers in Retirement Plans: Key Considerations for Plan Sponsors and ERISA Counsel

Strafford

Dec. 5, 2019

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Structuring Indemnification Provisions in Business Associate Agreements: Allocating Risk in Healthcare Contracting

Strafford

Dec. 4, 2019

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ERISA Remedies: Key Enforcement Provisions and Scope of Equitable Relief for Benefit Claims

Strafford

Nov. 19, 2019

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New DOL Final Regulations on Multiple Employer Plans: Determining Which Employers Can Sponsor MEPs Under ERISA

Strafford

Nov. 12, 2019

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DOL Investigations of Employee Benefit Plans: Responding to Enforcement Actions, Audits, and Settlements

Strafford

Nov. 7, 2019

$

Mastering IRC 457(f): Guidance for ERISA Counsel in Structuring Deferred Compensation Plans for Nonprofit Entities

Strafford

Oct. 29, 2019

$

Retirement Plan Audits: Recognizing Plan Errors, Remedying Noncompliance, New IRS and DOL Audit Initiatives

Strafford

Oct. 1, 2019

$

Association Health Plans: Recent Developments, Key Issues, and Best Practices for ERISA Counsel

Strafford

Sept. 24, 2019

$

New Final Regulations on HRAs: Key Considerations and Guidance for Employee Benefits Counsel

Strafford

Sept. 10, 2019

$

409A Guidance on Nonqualified Deferred Compensation Plans: Compliance Strategies

Strafford

Sept. 3, 2019

$

403(b) and 457(b) Plan Compliance Challenges: Avoiding Pitfalls in Plan Design and Administration

Strafford

Aug. 27, 2019

$

Executive Compensation for Tax-Exempt Organizations: New 4960 Rules and IRS Notice 2019-09 Guidance

Strafford

Aug. 20, 2019

$

ERISA Benefit Plan Wraps and SPDs: Structuring and Amending Compliant Plan Documents and Notices

Strafford

Aug. 13, 2019

$

Avoiding Safe Harbor 401(k) Plan Compliance Traps: Effective Administration, Contribution and Vesting Requirements

Strafford

Aug. 4, 2019

$

ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligence Requirements

Strafford

July 30, 2019

$

ERISA Successor and Affiliate Liability in Asset Sales and Distressed Benefit Plans

Strafford

July 23, 2019

$

Benefit Plans in M&A: Transitioning Pension, Savings and Welfare Plans

Strafford

July 16, 2019

$

Self-Correcting Qualified Retirement and 403(b) Plan Mistakes: New IRS Procedures and Guidance for Plan Sponsors

Strafford

July 9, 2019

$

State Law Preemption Under ERISA: Recent Court Decisions, Causes of Action, Impact on Retirement and Health PlanAdministration

Strafford

June 25, 2019

$

ERISA Retirement Plans: Mitigating Liability Risks for Hedge and Private Equity Fund Alternative Investments

Strafford

June 20, 2019

$

Fiduciary Compliance in ESOP Transactions: Recent DOL Settlement Agreements and Best Practices for Counsel

Strafford

June 4, 2019

$

Cross-Plan Offsetting and ERISA Compliance: Avoiding Participant Claims, Ramifications of Recent Court Decisions

Strafford

May 30, 2019

$

ERISA Litigation Prevention and Defense: RFPs, Record Keeping, Revenue Sharing, Defending Against Class Actions

Strafford

May 22, 2019

$

New IRC 83(i) Election for Qualified Equity Grants: Deferral Opportunities for Stock Options and RSUs

Strafford

May 16, 2019

$

Avoiding Fringe Benefit Pitfalls: Tax Traps, De Minimis Rules, Correction Procedures, Fiduciary Risks

Strafford

Apr. 3, 2019

$

DOL Disability Claims Regulations: Effects on Employee Benefits Plans

Strafford

Mar. 26, 2019

$

Anti-Kickback Safe Harbor Provisions: HHS and OIG Changes to Regulate and Restrict Remuneration

Strafford

Mar. 19, 2019

$

HIPAA Compliance During Litigation and Discovery

Strafford

Mar. 6, 2019

$

Employee Benefits and Executive Compensation Reps, Warranties and Indemnification Clauses in M&A Deals

Strafford

Feb. 26, 2019

$

Unwinding the Fiduciary Rule: New State Enforcement Activity, Next Steps for ERISA Counsel and Advisers

Strafford

Feb. 19, 2019

$

ERISA Wrongful Denial of Benefits Claims: Key Defenses, Procedural Prerequisites

Strafford

Jan. 29, 2019

$

Benefits and Compensation Pitfalls for Closely Held Businesses: Health Insurance, 401(k) Plans and More

Strafford

Jan. 22, 2019

$

Compensation Tax Issues in M&A: How IRS Rules Affecting Compensation Arrangements Can Impact Your Transaction

Strafford

Jan. 8, 2019

$

ERISA Class Actions After Epic Systems: Challenges and Potential Opportunities for Plan Sponsors

Strafford

Dec. 4, 2018

$

Spousal Rights Under ERISA Plans: Avoiding Loss of Benefits After Divorce, Ensuring Regulatory Compliance

Strafford

Nov. 15, 2018

$

Executive Compensation Limitations: New IRS Section 162(m) Guidance and Key Planning Tips

Strafford

Nov. 13, 2018

$

ERISA Compliance in Direct Contracting for Healthcare: Challenges for Employers and Providers

Strafford

Oct. 23, 2018

$

ERISA Service Provider Agreements for Retirement Plans: Negotiating, Drafting and Monitoring Agreements

Strafford

Oct. 9, 2018

$

Structuring Options for ESOP Transactions: Advanced Techniques for ERISA Counsel and Plan Sponsors

Strafford

Sept. 25, 2018

$

Reporting and Disclosure Under ERISA: Management Tools for Administrators of Employee Benefit Plans

Strafford

Aug. 14, 2018

$

Fiduciary Loan Regulations for 401(k) Plans: Best Practices for Plan Sponsors

Strafford

Aug. 7, 2018

$

ERISA Compliance: Implementing Effective Claims Procedures Under Section 503 and DOL Regulations

Strafford

June 27, 2018

$

Severance Plans and ERISA Compliance: Limiting Liability in Design and Implementation of Severance Arrangements

Strafford

June 12, 2018

$

Fiduciary Litigation for Defined Contribution Plan Administrators: Risks and Challenges

Strafford

June 5, 2018

$

Managing Missing Plan Participants: New IRS Guidance on RMDs for 401(k), 403(b) and Other Qualified Plans

Strafford

May 15, 2018

$

ERISA Compliance and Monitoring 401(k) Investments: Safe Harbor Rules and Appointing Advisers

Strafford

Apr. 3, 2018

$

Structuring Equity Compensation for Partnerships and LLCs; the New Tax Reform Law Considerations

Strafford

Jan. 30, 2018

$

Defending ERISA Sect. 510 Retaliation and Interference Claims From Workforce Realignments and Terminations

Strafford

Dec. 19, 2017

$

Drafting Pharmacy Benefit Manager Contracts: Controlling Costs, Avoiding Hidden Fees

Strafford

Dec. 14, 2017

$

HSAs, FSA, HRAs and Voluntary Insurance Programs: ERISA vs. Non-ERISA Compliance

Strafford

Nov. 28, 2017

$

ERISA Pre-Approved and Customized Benefit Plans: Overhauled IRS Procedures and Determination Letter Process

Strafford

Nov. 14, 2017

$

Structuring Equity and Nonqualified Deferred Compensation: Achieving Tax and Legal Objectives

Strafford

Nov. 9, 2017

$

Structuring and Negotiating Executive Compensation Packages: Addressing Pay, Severance, Restrictive Covenants

Strafford

Oct. 26, 2017

$

Robo-Advisers to Retirement Plans: ERISA Fiduciary Duties and Prohibited Transactions; SEC Guidance and Compliance

Strafford

Oct. 17, 2017

$

SEC’s Pay Ratio Disclosure Rule for CEO and Median Employee Compensation

Strafford

Oct. 10, 2017

$

DOL Fiduciary Rule: Impact on Retirement Plan Sponsors, Plan Advisers and Service Providers

Strafford

Sept. 28, 2017

$

ERISA 403(b) Plan Litigation: New Frontier in Retirement Fund Litigation

Strafford

Sept. 26, 2017

$

ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims

Strafford

Sept. 12, 2017

$

ESOP Companies and ESOP Fiduciaries: Standard of Fiduciary Duties, Pleadings Requirements, and Asset Sales

Strafford

Aug. 23, 2017

$

Proprietary Funds in 401(k) and Retirement Plans: A View From the Trenches

Strafford

Aug. 9, 2017

$

Conducting Effective Service Provider RFPs for ERISA Retirement Plans

Strafford

July 13, 2017

$

ERISA Fiduciaries, Data Privacy and Cybersecurity Risks: HIPAA, HITECH, and ERISA Preemption of State Data Breach Laws

Strafford

June 20, 2017

$

DOL Investigations of Employee Benefit Plans: Navigating Enforcement Actions, Audits and Settlements

Strafford

June 6, 2017

$

Alternative Investments in ERISA Retirement Plans: Mitigating Liability Risks for Hedge and Private Equity Funds and Pension Plan Fiduciaries

Strafford

May 24, 2017

$

Mastering Form 5500 Schedule H: Avoiding Audit Triggers

Strafford

May 18, 2017

$

Structuring Cash Balance Pension Plans: Maximizing Tax Benefits and Limiting Risks

Strafford

Mar. 21, 2017

$

Private Equity Compliance With ERISA: Navigating Manager Fiduciary Duties for Funds Holding ERISA Plan Assets

Strafford

Feb. 28, 2017

$

Dealing with PBGC Reportable Events: A Practical Guide for Employers and Their Advisors

Strafford

Jan. 24, 2017

$

Mastering New Section 409A and 457(f) Deferred Compensation Rules: Calculating and Reporting Includible Amounts

Strafford

Aug. 23, 2016