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Tax Treatment of Global Pension Plans for U.S. Based Companies

Gain a clearer understanding of foreign retirement programs to build a sound global pension strategy.

New and ongoing financial reporting requirements, both in the US and globally, highlight that companies need an understanding of all benefit programs offered worldwide. Once a company understands the breadth of foreign retirement programs, it can better assess its tax, regulatory, and compliance opportunities and challenges. Additionally, a company can formulate a global pension strategy and employee communication program that better aligns with overall talent and global mobility objectives. This topic is designed to provide individuals with a high level overview of these issues and assist them in formulating a sound global pension strategy.

Runtime: 85 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Current Global Regulatory Environment

  • Overview of FATCA
  • Foreign Pension Income Inclusion

Formulating a Global Pension Strategy

  • Aligning with Talent
  • Global Mobility Objectives

Pension Design Queries

  • Key Issues
  • Designing an Effective Communication Program
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jamie F. Gross, J.D., LL.M.

Jamie F. Gross, J.D., LL.M.

Deloitte Tax, LLP

  • Firm director in the Global Employer Services - Talent and Rewards Practice in the New York City office of Deloitte Tax, LLP
  • Experience in employee benefits focusing on the design, drafting and implementation of qualified and nonqualified plans
  • Focuses on employee benefits regulatory compliance, and health and welfare design and compliance
  • Assists clients with qualified plan design and implementation focusing on plan amendments and restatements for compliance with legislative changes such as GUST and EGTRRA, as well as with ERISA reporting requirements, including Form 5500s, summary annual reports and ERISA 204(h) notices
  • Assists clients with health and welfare plan design, implementation and compliance with a focus on HIPAA privacy regulations, DOL claims procedure regulations and summary plan description regulations
  • Conducts HIPAA privacy seminars for clients focusing on workforce training in privacy regulations
  • Member of the New York State Bar, the New Jersey State Bar and the Massachusetts Bar Associations
  • J.D. degree, New England School of Law; LL.M. degree in taxation, Boston University School of Law
  • Can be contacted at [email protected]
No photo available

Judith Mester

Deloitte Tax, LLP

  • Firm director in the Global Employer Services Talent and Rewards Practice in the Philadelphia office of Deloitte Tax, LLP
  • Experienced in serving large multinational and mid-cap companies in numerous sectors, including consumer business, manufacturing and life sciences
  • Extensive experience in Sarbanes-Oxley tax compliance, internal control audit reviews, employment and executive compensation tax matters, and IRS practice and procedures
  • J.D. degree, Thomas M. Cooley Law School; B.A. degree, The State University of New York at Albany
  • Can be contacted at 215-299-5239 or [email protected]
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Product ID: 396251
Published 2015
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