PROGRAM OUTLINE:
Benjamin Spater, Director at Trucker Huss and Karla Maschmeier, Director and Corporate Counsel at Charles Schwab, will provide a retirement plan compliance update, covering the IRS Determination Letter Program, EPCRS, the Final Fiduciary Rule, Form 5500 Changes, and the PBGC Missing Participant Program.
Andy Schreiner, SVP of Public Policy at Fidelity Investments will follow and provide a broader perspective to the new policy landscape in Washington expected in 2017. He will focus on the political, and policy, landscape post-election, how things may change in the new Congress, and the top benefit policy issues on the docket. These policies include tax changes, retirement savings, and changes to the ACA and health care.
PANEL OF SPEAKERS:
Ben Spater, Shareholder and Director at Trucker Huss
Ben concentrates his practice on the design and tax-qualification of retirement plans including pension, profit sharing and 401 (k) plans, the taxation of employee benefits, executive compensation and ERISA.
He serves on the Board of Directors and was a past president of the San Francisco Chapter of the National Institute of Pension Administrators (NIPA), and is the former Chairperson of the Department of Labor Subcommittee of the American Society of Pension Professionals and Actuaries (ASPPA). He also served on the ASPPA's Internal Revenue Service Enforcement Committee. Ben is a member of the Western Pension & Benefits Conference (WPBC), and has served on WPBC's Program Committee. In addition, Ben founded and is a former Chairperson of the Pension and Employee Benefits Committee of Barristers Club of San Francisco. Ben also served for many semesters as an adjunct professor at the Golden Gate University School of Law LL.M. Tax Program teaching ERISA, Corporate Taxation and the Timing of Income Tax Transactions. Ben regularly gives speeches and conducts educational presentations for various professional organizations on cutting edge topics in the areas of retirement plans, executive compensation and ERISA.
Ben was named on the Northern California's "Super Lawyers" by Law & Politics magazine from 2005 through the present (2016) and was named by Corporate Counsel Magazine as one of "The Best Lawyers in America" in employee benefits law each year from 2007 to the present (2015).
Andrew Schreiner, Senior Vice President, Public Policy at Fidelity Investments
Andrew Schreiner is Senior Vice President, Public Policy for Fidelity Investments, one of the world's largest providers of financial services.
Mr. Schreiner leads a team of public policy analysts responsible for identifying and evaluating a wide range of state, federal and international public policy issues of interest to the firm, its clients and investors. In this role, he helps Fidelity develop its position on key policy issues related to financial services, retirement and tax, assists Fidelity executives and government relations teams with their advocacy to policymakers, oversees engagement with trade association, think tanks and other third party groups; and works with Fidelity clients to help them understand industry implications of government actions. Mr. Schreiner has been at Fidelity for nine years and previously served as a member of the Public Policy team focusing on retirement savings and other employee benefit policy issues.
Prior to joining Fidelity, Mr. Schreiner was Director of Public Affairs for the Massachusetts Taxpayers Foundation and also worked in the Massachusetts State Senate.
Andrew received a Bachelors of Arts in Political Science from Providence College.
Karla Maschmeir, Director and Corporate Counsel at Charles Schwab
Karla has been with Charles Schwab since 2008, and has 19 years of experience working in legal, regulatory and compliance roles in the financial services industry. She has also provided legal representation to closely- held businesses, focusing on employee benefits, executive compensation and general corporate matters.
Karla has a law degree from Creighton University Law School and a bachelor of arts degree from the University of Nebraska.
PROGRAM MODERATOR:
Marc Fosse, Director, Trucker Huss
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