Willig, Williams & Davidson Attorney to Discuss Retirement Plan Issues at Advanced Trustees and Administrators Institute

James S. Beall will present on recent trends in retirement planning

Date: February 14, 2023

Location: Disney’s Yacht Club, Orlando, Florida

Details: Attorney James S. Beall will discuss the latest updates in retirement planning during a two-part panel discussion at the Advanced Trustees and Administrators Institute, presented by the International Foundation of Employee Benefit Plans. The discussion, titled “Retirement Plan Issues and Trends,” will cover such retirement considerations as ARPA zone status, special financial assistance for ME plans, understanding VAPs, recent developments with the OCIO model, and withdrawal liability. Beall will be joined by James J. Donofrio, Senior Actuary at Pension Benefit Guaranty Corporation, and the panel will be facilitated by Joseph F. Hicks, Jr., Senior Vice President at CBIZ Retirement Plan Services.

Beall is known for his skill in representing a wide variety of public and private-sector single and multiemployer funds on comprehensive employee benefit and tax matters. His work focuses on the firm’s joint labor-management pension and welfare fund clients, as well as its labor union clients. He offers counsel and guidance to help ensure that union benefit plans are as well funded and secure as possible. On behalf of these clients, Jim interacts regularly with the U.S. Department of Labor, the Internal Revenue Service and the Pension Benefit Guaranty Corporation. As part of his employee benefit work, he serves as special counsel to a large international union, advising it on complex internal benefit matters and providing representation in national benefit-related negotiations.

Click here to register for the Advanced Trustees and Administrators Institute.

About Willig, Williams & Davidson – Willig, Williams & Davidson (www.wwdlaw.com) is one of the largest and most respected union-side labor law firms in the United States. The firm has offices in Philadelphia, Harrisburg, and Jenkintown Pa., as well as Haddonfield, N.J., and Chicago, Ill. Founded in 1979, Willig, Williams & Davidson focuses on representing labor unions, employee benefit funds and individual working people and their families on a variety of legal fronts, including national, regional and local contract negotiations; election and campaign finance; dispute resolution through mediation, arbitration and litigation; family law matters; benefits law design and compliance issues; discrimination, overtime and unpaid wages, and other employment matters; prepaid legal services for union members; social security disability; and workers’ compensation matters in Philadelphia and beyond. Workers inspire us.

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