Tampa, FL :: October 3–4, 2017 (preconference on October 2)

Back to program

Protecting Yourself: Private Determination Letters, Insurance, and Indemnification
(Concurrent Sessions 6)

Tuesday, October 3 :: 3:40–4:25

Presenters

Jon C. Schultze

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The Wagner Law Group

Jon, a partner at The Wagner Law Group in the Boston office, practices primarily in the qualified retirement plan area. He advises clients regarding legal, fiduciary, and administrative issues, and drafts and reviews plan documents to ensure their compliance with the myriad tax laws. Jon's extensive experience with ESOPs includes establishing and maintaining ESOPs, representing ESOP-owned companies in mergers, acquisitions and IRS and DOL audits, and resolving legal and operational compliance failures under government correction programs. He is a member of the NCEO.

Roberta Casper Watson

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The Wagner Law Group

Roberta, a partner at The Wagner Law Group, has specialized in pension and employee benefit law for more than 40 years, with significant emphasis on all aspects of employer-sponsored pension and welfare benefit plans, including significant experience with ESOPs, ESOP-owned companies and employer stock held in non-ESOP ERISA plans. Roberta has practiced law in Boston and Tampa, and is currently based in the firm's Tampa office. She is a past chair of several American Bar Association Committees focused on employee benefits. She has written and spoken extensively on employee benefits issues. She is a member of the NCEO.