Jim addressed current topics of interest in 401(k) plan compliance. Jim described the user friendly rules recently announced by the IRS for missed deferral opportunities in Revenue Procedure 2015-28. In addition, Jim alerted attendees to the April 30, 2016, deadline for amendments to 401(k) plans that have been pre-approved by the Internal Revenue Service.

The Employee Benefit Plan Conference features informative topics pertaining to the oversight and administration of benefits and retirement plans that are vital for human resources and benefits professionals.

The keynote speaker for the 2015 conference was Mayor Betty Price of Fort Worth, Texas.

The Employee Benefit Plan Conference will be held again in Dallas on June 4, 2015. Registration is available here.

Jim advises clients on legal issues involving employee benefit plans. He works closely with the ever-changing Internal Revenue Code and ERISA. In that work, he sees his role with clients as bringing simplicity to a complicated field so that the client’s employee benefit plan objectives may be satisfied. Jim has more than 28 years of experience representing clients in a wide variety of employee benefit plan matters involving 401(k) plans, group benefits and incentive arrangements. He received his B.B.A., summa cum laude, from Texas Tech University and his J.D., cum laude, from Southern Methodist University Dedman School of Law.