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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 U.S. 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: 99 minutes
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Why Lorman?

Over 33 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

  • 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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Why Lorman?

Over 33 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

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • HI CLE 1.5
     
  • ME CLE 1.5
     
  • NJ CLE 2.0
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WV MCLE 2.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

OnDemand Course

This course was last revised on June 3, 2020.

Call 1-866-352-9540 for further credit information.

  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     

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

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Why Lorman?

Over 33 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]
Leib Steiger, J.D.

Leib Steiger, J.D.

Deloitte Tax LLP

  • Tax manager in the Global Employer Services - Rewards practice in the New York City office of Deloitte Tax LLP
  • Advises companies on global compensation and benefits matters, including taxation of mobile employees and international pension plans, FATCA and CRS
  • Assists plan sponsors with qualified plan design and implementation, focusing on plan amendments and restatements for compliance with legislative changes
  • Performs reviews of employee benefit plans and advises on plan compliance with IRS rules and correction methods
  • Assists plan sponsors with employee benefits regulatory compliance, including Forms 990, 5330, 5500 and 8955-SSA, nondiscrimination testing and determination letter applications
  • Presenter of various Deloitte (internal) courses, including Global Pensions, Form 5500 and qualified retirement plans
  • Member of the New York State Bar
  • J.D. degree, Fordham University School of Law
  • Can be contacted at [email protected]
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Why Lorman?

Over 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 407449
Published 2020
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