Regulatory Update - DC, DB & HW Plans

  • Wednesday, March 11, 2015
  • 7:30 AM - 9:00 AM
  • Moss Adams - 805 SW Broadway, 14th Floor

Registration


Registration is closed

Presentation slides: WP BC 2015 Update Slides (00594905x9C8DD).pptx   

Two Minute Update-Steven Nofziger:  WP_BP March Update (2027412 v1).pdf

Thomas Kramer

Bullard Law

Tom enjoys the complexity of representing employers, benefit plan consultants, and insurance and banking institutions regarding employee benefit plans. Tom works with clients to help them avoid pitfalls and arrive at what they find to be reasonable solutions. With over 30 years’ experience, Tom has a deep understanding of benefit plans and related tax rules. His practice covers both tax-qualified and nonqualified retirement plans, including pension, profit sharing and other deferred compensation plans, as well as health and welfare benefits. 

Tom’s services include plan drafting, problem solving, and representing clients in disputes with regulators, such as the Internal Revenue Service, U.S. Department of Labor, Oregon Insurance Division, or Oregon Bureau of Labor and Industries. Issues that Tom deals with include preserving the tax-qualified status of retirement plans, which may require correction of qualification defects, designing and documenting deferred compensation provisions of employment agreements and helping employers navigate their way through the requirements of health care reform.

When Tom’s not in the office, he’s probably running, reading non-fiction, or attending plays with his wife Catherine. Look for Tom at the Hood-to-Coast Relay or the Oregon Shakespeare Festival.

Full bio available at:  http://www.bullardlaw.com/people

 


Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

Powered by Wild Apricot Membership Software