In the inaugural episode of Troutman Pepper’s three-part Employee Benefits and Executive Compensation podcast miniseries, hosts Lynne Wakefield, Constance Brewster, and Brianna Hourihan discuss recent legislative developments and pressing issues in the qualified retirement plan space. They delve into the key provisions of SECURE 2.0, proposed regulations on the use of forfeitures, the expansion of the Employee Plans Compliance Resolution System (EPCRS), and recent litigation trends, as well as year-end administrative tasks.

Transcript: Employee Benefits and Executive Compensation: Getting Ready for 2024 – Qualified Plans (PDF)

Stay tuned for next week’s episode, where hosts Lynne Wakefield and Lydia Parker will highlight key health and welfare plan developments as we close out 2023 and head into 2024.

Photo of Constance Brewster Constance Brewster

Constance provides comprehensive advice on employee benefits and executive compensation matters. She dives deeply into her clients’ businesses to help manage daily compliance and governance issues, close key deals, and structure solutions to advance client goals.

Photo of Lynne Wakefield Lynne Wakefield

Lynne regularly assists clients with issues relating to employer-sponsored health and welfare benefits, including the design, implementation, and administration of group health plans, cafeteria plans, health savings accounts (HSAs), health reimbursement arrangements (HRAs), wellness programs, and retiree medical and private exchange coverage.

Photo of Brianna Hourihan Brianna Hourihan

Brianna is an associate in the firm’s Employee Benefits + Executive Compensation Practice Group. She assists clients on all aspects of employee benefit matters, including the design and administration of qualified employee benefit plans, health and welfare plans, cafeteria plans and stock options…

Brianna is an associate in the firm’s Employee Benefits + Executive Compensation Practice Group. She assists clients on all aspects of employee benefit matters, including the design and administration of qualified employee benefit plans, health and welfare plans, cafeteria plans and stock options, and other equity and/or incentive-based compensation plans. She also regularly advises clients on the wide variety of compliance issues that arise in the administration of those plans.