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Pinnacle Financial Group recently sponsored a comprehensive benefits and risk management workshop on deferred compensation, risk management, benefits trends, Massachusetts health care reform, and 401(k) plan fees. Sullivan & Worcester LLP and Licata Kelleher Company co-sponsored the event.

Topics that were discussed included:

  • The final Section 409A regulations and their effect on nonqualified deferred compensation plans
  • Uncovering and documenting retirement plan fees, including an update on Section 401(k) plan fee litigation
  • Emerging benefit trends for 2007, including a discussion of health care costs, cost control measures, and the latest information on the implementation of the landmark Massachusetts Health Care Reform Act
  • The risk management process and the state of the insurance market, including D&O insurance, data and IT risks, and the impact of globalization

For more information on these topics or to join our seminar guest list, please contact Cheryl Temple at ctemple@e-pfg.com.