Supercharge Retirement with Non-Qualified Plans
Presented by Bill Robinson, Attorney, Baker Donelson

Have you ever wondered if other types of savings plans could benefit your organization? Non-qualified plans have long been a staple in Fortune 500 companies, but recently small and mid-size companies are adding them as technology has allowed for more adoption. ERISA attorney Bill Robinson from Baker Donelson Law Firm will join our forum to discuss:

• Ways to retain top executives through deferred compensation plans
• How to improve 401k ADP testing with a 401k mirror plan
• How non-profits use deferred compensation plans
• Case studies of deferred compensation plans

Registration: This event is free to attend, but registration is required.*

Presented by:

Biography: Bill Robinson has broad experience in all areas of employee benefits, including pension and welfare benefits. He has extensive experience with 401(k) plans and 403(b) plans, having assisted many companies of all sizes in designing such plans to take maximum advantage of the benefits they provide, both to the employer and its employees. He assists clients when plan issues arise and makes corrections to such plans through the IRS voluntary compliance program. He also has experience representing clients when their qualified plans are audited by either the IRS or the DOL. He advises corporate 401(k) committees and has experience preparing 401(k) committee charters and advises 401(k) plan sponsors that are changing service providers. He also provides advice on all types of benefit plans in connection with mergers and acquisitions. He has represented multi-employer pension and welfare plans and advises corporate clients on multi-employer plan issues, particularly withdrawal liability matters, which can be financially devastating.

*TN SHRM is not directly involved with the presentation of this program. This is a paid advertisement. The program, product or service offered is not affiliated with or endorsed by TN SHRM. Please contact the presenter through the registration link above if you have questions regarding this program.