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Advanced Planning Presents: Employee & Executive Benefit Planning in a Tight Labor Market

Venue

This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.

Description

This is a complimentary program sponsored by Northwestern Mutual.

Northwestern Mutual invites you to participate in a live webinar from its Advanced Planning team on employee and executive benefits. The expert speakers will share strategies being evaluated by businesses and business owners to keep and recruit key talent in a tight labor market and how these strategies might differ for non-top-hat employees. These strategies include using qualified retirement plans and nonqualified plans, such as nonqualified deferred compensation arrangements and excess benefit plans.

Educational Objectives:

• Be able to evaluate the options businesses should consider when selecting a qualified plan and its features
• Understand traps and opportunities when establishing and administering nonqualified deferred compensation for key executives

Who would benefit most from attending this program?

This program is designed for attorneys, accountants, and CFP® practitioners who want to learn more about employee benefit planning for both non-top-hat employees and key executives. Webinar participants will learn about qualified and nonqualified plans. Attorneys, accountants and CFP® practitioners will also receive continuing education credit for their participation. Insurance continuing education will not be offered. 

Presenters

Leigh C. Riley, JD
  • Partner
  • Foley & Lardner LLP

Leigh is a partner and a vice chair of the Business Law Department with Foley & Lardner LLP. She focuses her practice on employee benefits and executive compensation. In the area of employee benefits, Leigh concentrates on welfare plans, including COBRA and HIPAA privacy rules, and retirement plans, including nonqualified deferred compensation arrangements. In the area of executive compensation, she counsels both private and public companies on establishing and administering all types of executive compensation programs, including stock options, restricted stock, phantom stock arrangements, and stock appreciation rights. Leigh is former chair of the firm’s Employee Benefits & Executive Compensation Practice. She is also a member of the firm’s Labor & Employment Practice and the Insurance & Reinsurance and Automotive Industry Teams. She joined Foley & Lardner in 1997 after practicing with the Philadelphia firm of Morgan, Lewis & Bockius.

Phillip A. H. Roemaat, JD, CPA, CLU®, CFP®
  • Senior Attorney
  • Northwestern Mutual

Phil joined Advanced Planning at Northwestern Mutual in 2015. Prior to coming to Northwestern Mutual, he was in private practice at a regional accounting firm, Baker Tilly Virchow Krause, LLP. His practice focused on income tax planning and compliance for high net worth individuals, closely held businesses, and their owners. During law school, Phil interned with Associated Banc-Corp and the Office of Chief Counsel with the Internal Revenue Service.

Continuing Education

Credits:
1.2 CPE, 1.0 General COA, 1.0 CLE, 1.2 CFP
Practice Areas:
Legal
Prerequisite:
• A basic understanding of federal income tax system • A basic understanding of qualified plans • A basic understanding of nonqualified deferred compensation arrangements • A basic understanding of ERISA issues
Level:
Intermediate
Production Date:
04/25/2019