Avoiding Nonqualified Plan Traps: Key Considerations for ERISA Counsel and Employers
Correcting 409A and 457(f) Errors, Proposed Income Inclusion Regulations, Group Carveout Plans, Split-Dollar Life Insurance Plans
A live 90-minute premium CLE video webinar with interactive Q&A
This CLE webinar will guide benefits counsel and employers on critical challenges in designing and implementing nonqualified plans. The panel will discuss the application of Section 409A rules and correcting Section 457(f) errors, the implications of the "income inclusion" regulations, and issues stemming from group carveout plans and split-dollar insurance plans, as well as offer methods to ensure the development of an effective strategy for key employees.
- Pros and cons of nonqualified plans
- Legal and regulatory framework
- Administrative challenges
- Section 409A
- Group carveout plans
- Split-dollar insurance plans
- Deferred Compensation for Tax-Exempts
- Best practices for effective nonqualified plan design and implementation
The panel will review these critical issues and more:
- What are the legal and administrative challenges of nonqualified plans?
- What are the potential pitfalls of Section 409A?
- What are the available methods in correcting Section 457(f) errors?
- What are group carve-out and split-dollar life insurance plans, and how can they be used as incentives for key employees?
- What are the unique challenges facing tax-exempt 457(f) plans?
Susan E. Bernstein
Schulte Roth & Zabel
Ms. Bernstein is special counsel in the New York office of Schulte Roth & Zabel LLP, where she has been advising... | Read More
Ms. Bernstein is special counsel in the New York office of Schulte Roth & Zabel LLP, where she has been advising employers and plan sponsors on ERISA, employee benefits and executive compensation for over 25 years. She served as the Chair of the IRS Advisory Committee on Tax Exempt/Government Entities and co-chair of the Employee Benefit and Compensation Committee for the New York State Bar Association. A recognized thought leader, Ms. Bernstein is a frequent speaker on employee benefits and executive compensation and has authored numerous articles of interest to employers. She is also a member of the IRS Pension Liaison Group and was named one of Employee Benefit Adviser’s Most Influential Women in Benefit Advising. Ms. Bernstein holds a J.D. from the Benjamin N. Cardozo School of Law, received her B.A. from the University of Pennsylvania.Close
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