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Please join the Dallas/Ft. Worth Chapter on Thursday, August 11th for, "2025 Retirement Plan Roadmap: Legal Insights for the Year Ahead"
Anne Meyer and Jim Griffin of Snell & Wilmer L.L.P. will present on a variety of legal topics that are important to know about for 2025. They will discuss new SECURE changes that are first effective in 2025 and the related IRS plan amendment deadlines. Their presentation will also include an update on 401(k) litigation, including the wave of forfeiture lawsuits and an update on investment performance and expense litigation, focusing on several important court cases from late 2024. Finally, their presentation will conclude with their thoughts about what to expect on employee benefits from the new Trump Administration and a reminder of the basics that are so important in complying with the fiduciary requirements of ERISA. |
DATE:
Thursday, February 13, 2025 TIME: 1:00 - 2:00 PM LOCATION: Virtual COST: Free Chapter Member $15 - Nonmember REGISTRATION: Please click here to register. RSVP: By Tuesday, February 11, 2025 QUESTIONS: [email protected] CONTINUING EDUCATION:
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Speakers:
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Anne Meyer
Snell & Wilmer LLP Anne Meyer’s practice is concentrated on employee benefits and executive compensation, including compliance with the requirements of the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (“ERISA”). Anne has more than 20 years of experience in counseling private and public companies and nonprofit organizations on all aspects of employee benefits, including Section 401(k) and defined contribution plans, defined benefit and cash balance plans, equity compensation programs, and nonqualified and deferred compensation arrangements, including issues relating to Section 409A deferred compensation rules. Anne’s practice also includes advising clients on health and welfare arrangements, fringe benefit programs and employee benefit and executive compensation matters related to corporate mergers and acquisitions. She also routinely advises clients on ERISA fiduciary and prohibited transaction matters and represents clients before the IRS, DOL, and PBGC on matters related to employee benefits. Anne is a contributor to Snell & Wilmer’s SW Benefits Blog, which offers analysis and commentary on employee benefits and executive compensation matters |
Jim Griffin
Snell & Wilmer LLP Jim Griffin provides legal counsel to employers and executives with tax-related matters involving 401(k) and retirement plans, health plans, Section 125 cafeteria plans, and Section 409A deferred compensation plans. With over 30 years of experience, he excels at resolving issues with problematic plans and handling audits and inquiries from the Internal Revenue Service and Department of Labor. Jim advises fiduciaries and investment managers on ERISA compliance, including guidance with Committee governance, charter creation, meeting management, and record-keeping. His clients depend on his practical, easy-to-understand solutions and clear counsel. He is dedicated to helping clients navigate challenges in employee benefits and executive compensation so they may deliver effective and beneficial solutions. |