Employee Benefits Broadcast (Fall 2014)

This session’s featured segments include:

• In the Spotlight: Reviewing Your Summary Plan Descriptions: The Who, What, When, Why, and How
  A brief overview of summary plan descriptions, including what material they should contain and how it should be organized, who should receive them and what distribution methods are allowed, when and under what circumstances they need to be provided, and the consequences of making mistakes.
• HRAs and FSAs: An Update on the Current Legal Requirements
  Over the past year and a half, the IRS has issued guidance about HRAs and FSAs, including the recently permitted $500 carryover rule. We will discuss the current state of the law so that you can ensure your medical reimbursement account plans are in compliance with legal requirements.
• Year-End Amendments
  This segment will discuss all the retirement and health and welfare amendments that are required to be signed before December 31, 2014.

Speakers

• Leigh C. Riley, Partner, Foley & Lardner LLP
• Katherine L. Aizawa, Special Counsel, Foley & Lardner LLP
• Isaac J. Morris, Senior Counsel, Foley & Lardner LLP