2024 ADVANCED EMPLOYEE BENEFITS WORKSHOP
Live In-Person Seminar
ITEM #:  1046192401   |   EVENT CODE:  499498
MEMBER PRICE
$345.00
STANDARD PRICE
$395.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

MINNEAPOLIS

Thursday, February 22, 2024

9:00 AM - 4:00 PM   |   Check-In:  8:30 AM

Minnesota CLE Conference Center

600 Nicollet Mall # 370

3rd Floor, City Center

Minneapolis, MN 55402

2024 Advanced Employee Benefits Workshop

The Employee Benefits Section of the Minnesota State Bar Association Invites You to Be a Part of This Annual Tradition


The open, discussion-based breakout sessions make this Workshop a unique learning experience. We look forward to thoughtful and insightful comments from national and Minnesota experts. There will be morning and afternoon plenary sessions, and we’re continuing with our traditional small-group breakout sessions. Don’t miss your chance to gather with your colleagues and attend this annual tradition in person!

Areas of focus include:

  • The Benefits Agenda: What to Expect in 2024
  • IRS Updates and Initiatives
  • Ethics and ChatGPT
  • The 2023-2024 Litigation Update
  • And much more!

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST


9:00 – 9:05 a.m.
Welcome and Introduction
– Monica A. Kelley, Planning Committee Co-Chair


9:05 – 10:05 a.m.
The Benefits Agenda: What to Expect in 2024
The expert policy staff of the ERISA Industry Committee provide insight on legislative issues, federal regulatory activity and recent developments affecting the benefits sector.
– Dillon Clair


10:05 – 11:05 a.m.
Ethics and Chat GPT: Your New BFF or the End of Lawyering
1.0 ethics credit applied for
This session will explore ChatGPT, lawyer competency, the unauthorized practice of law, and the future of lawyering.
– Eric T. Cooperstein


11:05 – 11:15 a.m.
BREAK


11:15 a.m. – 12:15 p.m.
BREAKOUT SESSION A  (choose one session)

101
Advising Employers About Mental Health Parity

This session will discuss legal and regulatory developments, current enforcement efforts, and questions employers are asking about the Mental Health Parity and Addiction Equity Act. 
– James E. Crossen & Peggy Lin

102
Changes and Challenges Related to the SECURE 2.0 Retirement Savings ACT

A lively discussion about all things SECURE Act 2.0 and its effects on retirement plans. 
– Samuel Butler IV, Mike Gschwind, Stephanie K. Schmid & Kevin Skow 

103
Compensation and Benefits in 2023 and Beyond

This session will discuss three essential topics:

  • Contemporary Planning Trends in Executive Compensation
  • Hot Topics with the IRS
  • Corporate Aircraft Taxation

– Eric J. Gonzaga & Jeffrey A. Martin


12:15 – 12:30 p.m.
LUNCH (provided to all attendees)


12:30 – 1:30 p.m.
LUNCH PRESENTATION

IRS Updates, Initiatives and Hot Topics Involving Retirement and Health and Welfare Benefits
Hear from IRS counsel regarding recent changes and developments.
– John R. Wright


1:30 – 1:45 p.m.
BREAK


1:45 – 2:45 p.m.
BREAKOUT SESSION B  (choose one session)

201
Designing Disability Plans with Intentionality and Purpose: Mental Health Parity and Beyond

This session discusses the lack of mental health parity in disability benefits; the appropriateness of LTD plans or policies that pay for only a brief time when an employee is disabled from a mental illness. The session includes a discussion of plan or policy provisions that have consequences for certain types of employees and how different courts interpret disability provisions.
– Sally Mermelstein & Denise Y. Tataryn

202
ERISA – Considerations of Time and Timing

This session discusses the quirky time issues of ERISA and the Code and offers guidance for addressing common problems.
– Page D. Fleeger, Megan E. Hladilek & Mark P. Rosenfeld

203
New Enthusiasm for Captive Insurance Arrangements in Benefit Offerings

A discussion of the implications of ERISA’s fiduciary duties and prohibited transaction rules on these potentially cost saving arrangements for offering health and welfare benefits. Covering both the single parent and group captives.
– Allison Itami


2:45 – 3:00 p.m.
BREAK


3:00 – 4:00 p.m.
The 2023-2024 Litigation Update
An panel of experienced ERISA attorneys will review recent case law developments from plaintiff and defense counsel perspectives, including how recent cases and trends shape litigation thinking and strategies. This will include a discussion of new Supreme Court cases and other trends in pension and healthcare disputes.
– Andrew J. Holly, Katherine L. MacKinnon & Kirsten E. Schubert


4:00 – 4:30 p.m.
WORKSHOP RECEPTION
Gather with your colleagues and friends for some cheerful camaraderie and connection!

LIVE IN-PERSON
Thursday, February 22, 2024
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

There will be no replay.

$345 MSBA members / $345 paralegals / $395 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.0 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 6.0 credits.

Minnesota CLE also has applied to the Minnesota State Bar Association for 6.0 labor and employment law specialist credits.

MEMBER PRICE
$345.00
STANDARD PRICE
$395.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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