employee benefits in mergers & acquisitions agenda
7:30 Registration and Networking Continental Breakfast
8:30 Introduction
Thomas A. Jorgensen, Calfee, Halter & Griswold LLP, Cleveland, OH
8:35 Employee Plans - Hidden Assets and Hidden Liabilities
Thomas A. Jorgensen, Calfee, Halter & Griswold LLP, Cleveland, OH
9:25 Navigating Through the Internal Revenue Code - Spotting the Hazards for Qualified Plan Design and Administration
Taina Edlund, Deloitte Tax LLP, Washington, DC
Alan Tawshunsky, Assistant Chief Counsel for Employee Benefits,
Internal Revenue Service, Washington, DC
10:15 Morning Break
10:30 What To Do About Defined Benefit Plans
Nell Hennessy, Fiduciary Counselors Inc., Washington, DC
Joel Rich, FSA, The Segal Company, New York, NY
11:45 Questions and Answers
12:00 Luncheon Address - Current Treasury Issues Relating to Mergers and Acquisitions
William Bortz, Associate Benefits Tax Counsel, Department of the Treasury,
Washington, DC
1:15 Fiduciary Concerns in Transactions and Potential Liability for Misrepresentation
James R. Raborn, Baker Botts LLP, Houston, TX
2:05 ESOPs in a Deal : New Options and Issues
James R. Raborn, Baker Botts LLP, Houston, TX
2:35 Globalization of Employee Benefits and International Transactions
James P. Klein, Deloitte Tax LLP, New York, NY
3:05 Afternoon Break
3:15 Impact of Recent Developments in Financial Accounting
Alan A. Nadel, Alan Nadel & Company LLC, New York, NY
4:05 Shrinking the Workforce – Early Retirement Incentive Programs, Severance Pay and WARN Act Implications
Priscilla E. Ryan, Sidley Austin LLP, Chicago, IL
4:55 Union Negotiated Plans – Pitfalls and Opportunities
Susan Katz Hoffman, Pepper Hamilton LLP, Philadelphia, PA
5:25 Questions and Answers
5:35 Adjourn
