Health & Welfare Plans: What You Need to Know in 2016

Broadcast Date: Thursday, October 22, 2015 from 3:00 pm to 5:00 pm (ET)
business women holding posts in hr
Robin M. Solomon
Jerry Kalish
Spencer F. Walters
Alison Fay


About National Benefit Services, Inc.

National Benefit Services, Inc. is a Chicago-based retirement plan consulting, actuarial, and administration firm. Founded in 1978, the firm’s clients include closely-held companies, publicly traded companies, non-profit organizations, and overseas companies with U.S. employees. Our services include:

  • Designing, administering and terminating all types of employee benefit plans.
  • Assisting Plan Sponsors better manage their fiduciary responsibilities.
  • Assisting legal counsel in client representation with proceedings with the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation.
  • Advising clients on benefit issues in corporate transactions. 

Our objective is to have our clients justifiably enjoy the highest possible confidence that their retirement plan objectives will be met by:

  • Direct contact with one or more of the firm’s experienced professionals.
  • Assistance with defining client needs and evaluating alternatives for meeting them.
  • Individualized retirement program or engagement development.
  • Skillful implementation of the chosen programs or engagement.
  • Continuing client education through reports, client conferences and other tools for evaluating results and revising objectives when necessary, and where the employer has discretion, for making informed decisions.
  • Committed attention to all aspects of plan sponsor responsibility.


About Ivins, Phillips & Barker, Chartered

Ivins, Phillips & Barker, founded by two of the original judges on the United States Tax Court in 1935, is the leading law firm in the United States exclusively engaged in the practice of federal income tax, employee benefits and estate and gift tax law. The firm’s lawyers are nationally recognized to be among the best and brightest in the country. Decades of focus on the intricacies of the Internal Revenue Code has led numerous Fortune 500 companies, as well as smaller companies, tax-exempt organizations, and high-net-worth individuals to rely on the firm for answers to the most complicated and sophisticated tax planning problems, as well as for complex tax litigation. Ivins provides expert counsel in all major areas of tax law, offering prompt and efficient attention whether for the most detailed and intricate of issues or for rapid responses to emergency situations. Ivins, Phillips & Barker assures its loyal national and international clients that they can rely on the firm for the finest, most economical and timely tax advice and litigation services available anywhere in the United States. You can learn more about the firm’s practices, history, clients, attorneys, and more online at


About Boutwell Fay LLP

Boutwell Fay LLP is a 100% women-owned law firm practicing in the areas of employee benefits, executive compensation and the Employee Retirement Income Security Act of 1974 (known as “ERISA”), with a nationwide practice and offices on both the east and west coasts.

Practice areas include:

  • Qualified and Non-Qualified Retirement Plans
  • Non-Profit and Government Retirement Plans
  • Executive Compensation
  • Health and Welfare Plans