2017 Speaking Engagements
February 8-11 – ABA EBC Midwinter Meeting, Austin, TX – Al Holifield, co-chair
March 29-31 – ACEBC JCEB Government Invitational, Baltimore MD
“Transgender Issues – Nondiscrimination” (Al Holifield, Robert Rachal)
April 4 – NCEO Employee Ownership Conference 2017, Denver CO
“S Corporation ESOPs: Understanding the Advantages & Traps for the Unwary” (Dan Janich, Wil Becker)
June 9 – ABA Advance ERISA Benefit Claims Litigation, Chicago, IL
“Administrative Appeals of Long-Term Disability and Health Claims” (Al Holifield, Denise Clark, Doug Sondgeroth)
June 14 – Employee Benefit Seminar, Memphis, TN
“ERISA Recent Developments of Interest: U.S. Department of Labor (DOL) Fiduciary Rule, Supreme Court, Fee Litigation, Dave & Buster” (Al Holifield)
June 15 – Employee Benefit Seminar, New Orleans, LA
“ERISA Litigation Update” (Al Holifield, Robert Rachal)
August 22 – Fourth Annual Employee Benefits Seminar, Knoxville, TN
“ERISA Recent Developments of Interest: U.S. Department of Labor (DOL) Fiduciary Rule, Supreme Court, Fee Litigation, Dave & Buster” (Al Holifield, Dan Janich, Robert Rachal)
Best Practices to Mitigate Legal Exposure for 401(k) and 403(b) Plans (Robert Rachal, Al Holifield)
“How to Prepare for a DOL or IRS Qualified Plan Audit” (Dan Janich)
“Health Plan Update” (Al Holifield, Tina Haley)
“Top Trends in Defined Contribution Plans” (Jim Lyday, Greg Poplarski, Casey McCarthy, Vinnie Iacono, Brandon Shea)
“Employment Law Updates” (Sarah Johnson)
“Payroll” (Paylocity)
“Health and Welfare Benefit Trends” (Ben Kelly)
August 24 – Third Annual Employee Benefits Seminar, Nashville, TN
“ERISA Recent Developments of Interest: U.S. Department of Labor (DOL) Fiduciary Rule, Supreme Court, Fee Litigation, Dave & Buster” (Al Holifield, Dan Janich, Robert Rachal)
“Best Practices to Mitigate Legal Exposure for 401(k) and 403(b) Plans” (Robert Rachal, Al Holifield)
“Tales from the (k)rypt: How to Handle and Prevent 401(k) Horror Stories (Richard Tatum and Veronica Franks)
“Top Trends in Defined Contribution Plans” (Jim Lyday, Greg Poplarski, Casey McCarthy, Vinnie Iacono, Brandon Shea)
“Hot Topics in Plan Audits” (Mark Blackburn)
“Emerging Cost Containment Trends in Group Health Insurance” (Austin Madison)
“How to Prepare for DOL or IRS Qualified Plan Audit” (Dan Janich)
August 31, 2017 – Oil & Gas Association, Chicago, IL
“A Look at Overtime Regulations & CEO Pay Ratio Rules for the Oil & Gas Industry Today” (Dan Janich)
September 8 – The ESOP Association Midwest Regional Conference, Omaha, NE
“Non-Leveraged ESOP Formation” (Dan Janich, Peter Abrahamson)
September 14 – UT-Battelle Labor and Employment Training, Oak Ridge, TN
“Best Practices to Mitigate Legal Exposure for 401(k) and 403(b) Plans” (Al Holifield)
October 25-27 – ERISA Basics National Institute, Chicago, IL
“Minimum Standards for Tax-Qualified Qualified Plans – Part I and Part II” (Al Holifield and Kathryn Kennedy)
“Benefit Claims – Part I: Administrative Procedures” (Marie Casciari, Robert Gower, Al Holifield, Peter M. Kelly, A. Chantelle Roberson, Suzanne Metzger)
“Benefit Claims – Part II: Litigation Overview” (Mark DeBofsky, Richard Hopp, Al Holifield, Peter M. Kelly, A. Chantelle Roberson)
November 17 – Employee Benefit Seminar, Huntsville, AL
“ERISA Recent Developments of Interest: U.S. Department of Labor (DOL) Fiduciary Rule, Supreme Court, Fee Litigation, Dave & Buster” (Al Holifield, Robert Rachal)
“Best Practices to Mitigate Legal Exposure for 401(k) and 403(b) Plans” (Robert Rachal, Al Holifield)
“Market Update and Retirement Plan Investment Trends” (Steven Glasgow, Greg Poplarski, Casey McCarthy, Vinnie Iacono, Heather Bailey)