Gain a clearer understanding of foreign retirement programs to build a sound global pension strategy.
New and ongoing financial reporting requirements, both in the U.S. and globally, highlight that companies need an understanding of all benefit programs offered worldwide. Once a company understands the breadth of foreign retirement programs, it can better assess its tax, regulatory, and compliance opportunities and challenges. Additionally, a company can formulate a global pension strategy and employee communication program that better aligns with overall talent and global mobility objectives. This topic is designed to provide individuals with a high level overview of these issues and assist them in formulating a sound global pension strategy.
Add to Wishlist
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Current Global Regulatory Environment
- Foreign Pension Income Inclusion
Formulating a Global Pension Strategy
- Aligning with Talent
- Global Mobility Objectives
Pension Design Queries
- Key Issues
- Designing an Effective Communication Program
Add to Wishlist
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 3, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Add to Wishlist
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Jamie F. Gross, J.D., LL.M.
Deloitte Tax LLP
- Firm director in the Global Employer Services - Talent and Rewards Practice in the New York City office of Deloitte Tax, LLP
- Experience in employee benefits focusing on the design, drafting and implementation of qualified and nonqualified plans
- Focuses on employee benefits regulatory compliance, and health and welfare design and compliance
- Assists clients with qualified plan design and implementation focusing on plan amendments and restatements for compliance with legislative changes such as GUST and EGTRRA, as well as with ERISA reporting requirements, including Form 5500s, summary annual reports and ERISA 204(h) notices
- Assists clients with health and welfare plan design, implementation and compliance with a focus on HIPAA privacy regulations, DOL claims procedure regulations and summary plan description regulations
- Conducts HIPAA privacy seminars for clients focusing on workforce training in privacy regulations
- Member of the New York State Bar, the New Jersey State Bar and the Massachusetts Bar Associations
- J.D. degree, New England School of Law; LL.M. degree in taxation, Boston University School of Law
- Can be contacted at [email protected]
Leib Steiger, J.D.
Deloitte Tax LLP
- Tax manager in the Global Employer Services - Rewards practice in the New York City office of Deloitte Tax LLP
- Advises companies on global compensation and benefits matters, including taxation of mobile employees and international pension plans, FATCA and CRS
- Assists plan sponsors with qualified plan design and implementation, focusing on plan amendments and restatements for compliance with legislative changes
- Performs reviews of employee benefit plans and advises on plan compliance with IRS rules and correction methods
- Assists plan sponsors with employee benefits regulatory compliance, including Forms 990, 5330, 5500 and 8955-SSA, nondiscrimination testing and determination letter applications
- Presenter of various Deloitte (internal) courses, including Global Pensions, Form 5500 and qualified retirement plans
- Member of the New York State Bar
- J.D. degree, Fordham University School of Law
- Can be contacted at [email protected]
Add to Wishlist
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
