At The Podium

Clearing the DOL and IRS Hurdles for Employee Benefit Plans

Date: August 17, 2016

Event: Let the Games Begin: The 2016 Employee Benefit Plan Update

Venue: Hyatt Regency Downtown

Location: Tulsa, Oklahoma

Brandon P. Long
Brandon P. Long

While speaking at the 2016 Employee Benefit Plan Update seminar sponsored by HoganTaylor, McAfee & Taft employee benefits attorney Brandon Long reviews the U.S. Department of Labor’s new fiduciary rule as well as recent developments and trends in employee benefits plan litigation in his presentation titled “Clearing the DOL and IRS Hurdles for Employee Benefit Plans.” Topics include:

  • Implementation and timing of the DOL’s final fiduciary rule
  • Which investment advisors qualify as fiduciaries under the new rule
  • Impact of the rule on both employer-sponsors of ERISA plans and employee plan participants
  • Best Interest Contract Exemption (BICE)
  • Lessons learned from recent litigation involving plan fees, company stock and church plans

Also during his presentation, Brandon is joined by Ed Salyers, a CPA and former IRS auditor, to give employers an insider’s look into what the IRS looks for when conducting a benefit plan audit.


Brandon P. Long