Ensure your cafeteria plans are set up correctly and things are done right the first time.
Cafeteria plans are common, but many employers become overwhelmed by the IRS regulations that govern these plans. In addition, determining when a participant can change their election is not straight forward. This presentation is designed to provide employers with guidance on the benefits of offering a cafeteria plan, a better understanding of the change in status rules and offer practical advice to help avoid administrative and compliance issues.
Agenda
Faculty
Patricia L. Beaty, Esq.
Taft Stettinius & Hollister, LLP
- Partner in the office of Taft Stettinius & Hollister, LLP focusing exclusively on employee benefit matters
- Practice emphasizes all aspects of employee benefits and executive compensation of both retirement and health and welfare plans
- Conducts regular client training, seminars, and workshops on ERISA, fiduciary duties, the Affordable Care Act, IRS and DOL audits, 401(k) plans, defined benefit plans, cash balance plans, health and welfare plans, VEBAs, Medicare Secondary Payer rules, litigation, mergers and acquisitions, 403(b) plans, 457(b) plans, 457(f) plans, and new comparability (cross-tested) plan designs
- Certified employee benefits specialist (CEBS), American Bar Association Committee on Employee Benefits, Indiana Benefits Conference (past chairperson), Indianapolis Bar Association, and current President of the Indiana Chapter of the International Society of Employee Benefit Specialists
- J.D. degree, Indiana University, Robert H. McKinney School of Law; B.S. degree, Ball State University
- Can be contacted at [email protected]
Alexander J. Mate, Esq.
Taft Stettinius & Hollister, LLP
- Associate in the office of Taft Stettinius & Hollister, LLP – Employee Benefits and Tax
- Practice concentrates on employee benefits and executive compensation
- Experience advising clients on a broad number of issues, including retirement plan formation, maintenance and termination, deferred compensation, and ERISA compliance
- Certified to practice in Ohio and Indiana
- LL.M. degree in tax law, New York University; J.D. degree, The Ohio State University; B.S. degree, University of Florida
- Can be contacted at [email protected]
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