2021 Consolidated Appropriations Act and Employee Benefits
Money Purchase Plan Distributions, Plan Terminations, Transfer of Pension Plan Assets, Health and Dependent Care, Student Loans
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will provide employee benefits counsel and plan sponsors guidance on key provisions of the 2021 Consolidated Appropriations Act (CAA) impacting retirement and health and welfare plans. The panel will discuss significant rules for money purchase plan distributions, plan terminations, pension plan transfers, and other key items. The panel will also discuss compliance and administrative challenges stemming from the CAA and methods for managing them.
Outline
- Overview of the 2021 Consolidated Appropriations Act for benefits counsel
- Health and welfare plan provisions
- Pricing and quality information
- Disclosures
- Mental health parity and substance use
- Pharmacy benefits and drug costs
- Retirement plan provisions
- Partial plan termination
- Money purchase plans
- Future transfers
- Employer tax credit provisions
- Deferred payroll
- Wages paid by PPP loans
- Non-FFCRA leave
- CARES Act employee retention credit
- Other key provisions
- Necessary plan amendments and best practices for counsel and plan sponsors
Benefits
The panel will review these and other key issues:
- Understanding the key provisions applicable to health and welfare plans
- Significant provisions for retirement plans
- Changes to employer tax credits, including deferred payroll, PPP loans, non-FFCRA leave, retention tax credit, and more
- Best practices for plan sponsors and administrators in light of employee benefits provisions under the 2021 CAA
Faculty
Laura Miller Andrew
Counsel
Smith Gambrell & Russell
Ms. Andrew advises clients in all major aspects of employee benefits including qualified and nonqualified plans, IRS... | Read More
Ms. Andrew advises clients in all major aspects of employee benefits including qualified and nonqualified plans, IRS and DOL compliance matters, merger and acquisition issues, executive compensation, and employment agreements. She also concentrates her practice in health care related matters, including health care reform legislation, compliance with HIPAA, federal and state health care anti-fraud laws, such as anti-kickback statute, and Stark Law. Ms. Andrew also advises nursing homes, assisted living facilities, medical device, and life sciences organizations regarding compliance with state and federal regulatory requirements.
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Brooke K. Cozort, JD, CPC
Attorney
Definiti
Ms. Cozort has significant experience working on ERISA matters and qualified plans. She provides guidance on plan... | Read More
Ms. Cozort has significant experience working on ERISA matters and qualified plans. She provides guidance on plan design considerations, operational compliance, fiduciary responsibilities, legislative and regulatory changes and industry trends.
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