702 - Legal and Regulatory Issues for Nonqualified Plans

Nonqualified plans have unique regulatory and legal considerations that are quite different (sometimes even opposite) from qualified plans. A panel of actuarial and legal experts in nonqualified plans address key issues, including IRC Sections 409A, 457(f), and 162(m), funding and tax implications, and reporting requirements with SEC and IRS.

Speakers:

Aaron J.L. Pedowitz

Mercer

David Scharf

Buck

Joseph S. Adams

Winston & Strawn LLP

Mr. Erik B. Lundgren

Jones Day

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.50 EA Formal Credit: 1.50