Learn about key post-employment issues, from benefits to compensation, with expert insights on navigating transitions smoothly.
Navigating the world post-employment can be daunting for a variety of reasons. The complexities surrounding employee benefits can add to the complexity and the stress. In addition, retirees may have very different concerns from those who are temporarily out of work. Join the members of our expert panel as they lead you through a variety of issues that may arise after termination of employment. Among the areas that will be addressed are tax-qualified and other pension benefits, health benefits, severance, fringe benefits, executive compensation and special concerns related to mergers and acquisitions.Learning Objectives
- You will be able to identify key distribution choices and tax implications, including income tax planning opportunities and potential tax penalties.
- You will be able to discuss COBRA compliance, subsidy considerations, and retiree health benefit concerns.
- You will be able to review key eligibility requirements and planning strategies for maximizing benefits.
- You will be able to recognize transactional concerns in employment transitions.
Agenda
Introduction of Program and SpeakersGoals of Presentation
Qualified Retirement Plans
- Distribution Options
- Tax Issues
- Post-Employment Covenants and Releases
- Impact of Subsequent Employment
- Equity and Phantom Equity
- Nonqualified Retirement Plans
- Other Incentive Arrangements
- COBRA
- Retiree Benefits
- Return of Property
- Resignation From Committees
- Technology Concerns
- Precedent Setting Issues
- The Critical Role of a Committee and Procedure to Handle Claims
Transactional Concerns
Speaker(s)
Steven J. FriedmanLittler Mendelson P.C.
- Shareholder at Littler Mendelson P.C.
- Practice focuses on advising employers on a variety of aspects of employee benefits law, including: the structuring and implementation of qualified and non-qualified retirement plans; welfare and fringe benefits programs; early retirement programs; and severance plans
- Extensive experience counseling employers on Employee Retirement Income Security Act and tax compliance issues related to employee benefits plans, dealing with the governmental agencies that regulate such plans and construing employee benefits laws, such as the Consolidated Omnibus Budget Reconciliation Act and the Family and Medical Leave Act
- Broad experience dealing with the legal, financial and administrative issues arising under executive compensation arrangements
- Frequent contributor to industry insights, articles, and legal analyses on employee benefits, executive compensation, and regulatory compliance
- Member of New York State Bar Association, Tax Section, Employee Benefits Committee, and American Bar Association
- LL.M. Degree in taxation, New York University School of Law; J.D. Degree, Boston University; B.B.A. Degree, Emory University
