2025 ADVANCED EMPLOYEE BENEFITS WORKSHOP
Live In-Person Seminar
ITEM #:  1049772501   |   EVENT CODE:  520246
MEMBER PRICE
$345.00
STANDARD PRICE
$395.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

MINNEAPOLIS

Wednesday, January 29, 2025

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

2025 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 2025
  • IRS Updates and Initiatives
  • The 2024-2025 Litigation Update
  • And much more!

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


9:00 – 9:05 a.m.
Welcome & Introduction
– Andrew J. Holly, Planning Committee Member


9:05 – 10:05 a.m.
The Benefits Agenda: What to Expect from the Trump Administration and Congress in 2025 and Beyond
A new administration and Republican Congress may impact several important health and retirement policy priorities. The expert policy staff at the American Benefits Council will describe possible opportunities as well as federal regulatory activity expected over the coming year.
– Diann Howland


10:05 – 10:10 a.m.
BREAK


10:10 – 11:10 a.m.
The 2024–2025 Litigation Update
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


11:10 – 11:15 a.m.
BREAK


11:15 a.m. – 12:15 p.m.
BREAKOUT SESSION A

101
Advising Employers About Mental Health Parity

This session will discuss legal and regulatory developments, current enforcement efforts, and examine a variety of hot topics including compliance, audits and limits on residential treatment. 
– Julie A. Lewis

102
Employment Law for Benefits Practitioners

The ever-changing employee benefits landscape has become more complex with recent changes in Minnesota and federal employment law. Attend this session for a practical overview of key employment law issues that directly impact employee benefits practitioners.
– Krista A. Hatcher & Thomas B. Henke


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

201
What the Loper Bright Decisions Means for the Employee Benefits Sector

The U.S. Supreme Court’s decision in Loper Bright Enterprises v. Raimondo rejected a 40-year-old precedent known as “Chevron deference,” which gave federal agencies latitude to clarify ambiguous laws passed by Congress. This session discusses the possible consequences this may have for the employee benefits sector.
– Allison Itami & Professor David A. Schultz

202
Roth Madness! Insights for the Advanced Practitioner

This session will do a deep dive into the Roth requirements and options applicable to defined contribution retirement plans, including: Roth Catch-Up Contributions, Roth Employer Contributions, Roth In-Plan Conversions, and the mega back-door Roth, as well as the impact these Roth changes may have on deferred compensation plans. We will also review the removal of Roth contributions from required minimum distributions.
– Page D. Fleeger & Mark P. Rosenfeld


2:45 – 3:00 p.m.
BREAK


3:00 – 4:00 p.m.
Ethical Considerations for Multi-Jurisdictional Practice: A Guide for Today’s Employee Benefits Practitioner
1.0 ethics credit applied for
This session explores the ethical challenges that employee benefits practitioners face in a practice environment that may involve responsibilities in multiple states. This session discusses the rules related to multijurisdictional practice and offers guidance for what to do when faced with common situations.
– Jennifer S. Bovitz & Aram V. Desteian


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

LIVE IN-PERSON
Wednesday, January 29, 2025
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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