Palmetto SHRM Presentation

November 13, 2018

Barry Downey and Susan Risinger covered recent legislative and regulatory changes impacting employee benefits and executive compensation, including:

Health and Welfare:

  1. New Proposed Regs: HRAs and Other Account-Based Group Health Plans
  2. New ERISA Disability Claims/Appeals Rules
  3. New Association Health Plan Rules
  4. Transportation-Related Plans – Parking, Transit, Bicycles
  5. Employer Tax Credit for Paid Family and Medical Leave

Qualified Plans:

  1. Need for Careful Legal Review of Vendor Agreements
  2. Hardship Rules and Natural Disasters
  3. Update on VCP User Fees and Filing Rules and ERISA Civil Penalties
  4. New Required Minimum Distribution Guidelines.
  5. Tips for Dealing with the New Fiduciary Rule

Executive Compensation:

  1. 2017 Tax Bill and Compensating Executives of Tax-Exempt and Governmental Employers
  2. 2017 Tax Bill Rules for Tax-Exempt and Governmental Employer Severance Plans
  3. 2017 Tax Bill Rules for Deferral of Gain on Certain Equity Awards

A copy of the presentation handout is provided here: SHRM Presentation 2018 Handout