Taft partner Patricia Beaty will present “Changes of Status Checklist” at a webinar hosted by Lorman on Sept. 24. Her presentation will cover the various types of status changes that employees could experience during their time with a company and how various benefits could be affected by those status changes. In addition, the program will emphasize the importance of planning to prevent issues from arising and provide information on how employers can prepare for the future to prevent new issues.

Beaty regularly counsels employers and benefit committees on fiduciary matters, best practices for plan governance and oversite as well as the avoidance of litigation. She also advises employers on plan design, including new comparability or cross-tested plans, and compliance matters for all employee benefit programs, including defined benefit, cash balance and 401(k) plans as well as executive compensation arrangements. In addition, Beaty counsels employers on defined benefit plan de-risking and plan termination, PBM arrangements, Specialty Drug issues, HIPAA, Medicare Secondary Payer rule, Wellness Plans, Mental Health Parity, COBRA, VEBA, HRAs, HSAs and all related tax issues. She represents clients in inquiries and audits by the IRS and the Department of Labor and assists clients with the correction of both plan document and operational failures under the IRS correction program as well as fiduciary matters under the Department of Labor fiduciary correction program.

To register for this webinar, please click here.