Recent Developments Affecting Employee Benefit Plans - October 19, 2017

Recent Developments Affecting Employee Benefit Plans

Sponsored by the Baltimore Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS), a non-profit organization that serves as an educational resource for certified employee benefit specialists and others in the employee benefits community.


Join the Baltimore Chapter of the International Society of Certified Employee Benefit Specialists (“ISCEBS”) and Henry Smith, Esq. from the law firm Smith & Downey as Henry provides an overview of a number of current developments which present employee benefit-related risks as well as opportunities for employers.


There will be an emphasis on practical steps employers can take to minimize those risks and maximize the opportunities. Topics covered will include:


• The current plague of retirement plan-related class action lawsuits
• Pitfalls in benefit plan vendor agreements
• Ongoing ACA compliance issues
• Spotting and avoiding MEWAs
• Anticipating the exposures for employers in the new Form 5500 and more. Henry will allow ample time for questions.


DATE: Thursday, October 19, 2017


TIME: 8:30 a.m. - Registration & Continental Breakfast
8:50 a.m. - 10:30 a.m. Program (100 minutes)


LOCATION: PSA Insurance & Financial Services
The Susquehanna Room, 5th Floor
11311 McCormick Road
Hunt Valley, MD 21031-8622
(Please follow signage to visitor parking.)


COST: $ 35 for Baltimore Chapter Members
$ 45 for Non-Members
$ 50 for Walk-Ins


RSVP: Register by Monday, October 16th


REGISTRATION: Click here to register using PayPal. (Payment available via Credit Card or check.)



Contact Carole Maggio at:
(410) 254-9595



Henry Simith, Esq.

Partner, Smith & Downey


Smith & Downey is a law firm with a national practice concentrating in employee benefits, employee compensation, and labor and employment law. Smith & Downey has offices in Baltimore, New York, and Washington, DC.


Henry advises for-profit, tax-exempt, governmental and church-related employers of all sizes, in all industries, in all areas of the country concerning the full range of employee benefit and executive compensation issues. He also regularly works with other benefits professionals and other attorneys who require legal expertise for their clients.


He is active in various American Bar Association committees dealing with employee benefits and executive compensation, and is a frequent lecturer and panelist at educational programs dealing with those areas. He is past Chair of the Maryland State Bar Association’s Employee Benefits Committee and past Chair of the Maryland State Bar Association’s Tax Section.


He is a principal author of Panel Publishers’ Nonqualified Deferred Compensation Answer Book and Nonqualified Deferred Compensation Forms and Checklists. From 1997-2000, Henry was the author of COBRA Procedures Manual, HIPAA Quarterly, and COBRA Quarterly.  From 1997 – 2007, he was an Adjunct Professor of Law in the University of Baltimore Law School’s Graduate Tax program.


He received his undergraduate degree, magna cum laude, from Frostburg State College, where he was an Honors graduate in Political Science and Education. He received a Master’s degree from Johns Hopkins University and received his law degree from University of Maryland School of Law, where he graduated with Honors and was selected to the Order of the Coif.  He is a member of the Maryland and District of Columbia Bars.


Educational sessions at this program qualify for two (2) CEBS continuing professional education (CPE) credit. Visit for more information.