SECURE & CARES Acts: Sweeping Changes to Retirement Plans 9/22/2020

Presentation

Randall W. Cook

Randy Cook is a partner and the practice group leader in the firm’s Employee Benefits and Executive Compensation Group. His practice is limited to legal matters related to the Employee Retirement Income Security Act (ERISA), including qualified and nonqualified retirement plans and executive compensation.  Randy counsels employers, executives and financial institutions in all aspects of establishing and maintaining qualified and nonqualified retirement plans. He has extensive experience in designing 401(k) plans, profit sharing plans, employee stock ownership plans, cash balance plans and traditional defined benefit plans. For more than 30 years Randy has been advising fiduciaries and financial advisors on the intricacies of complying with ERISA and the Internal Revenue Code. He regularly defends employers against claims by participants and serves as legal counsel during IRS and Department of Labor audits. In the realm of executive compensation, Randy has counseled large companies throughout the Northwest on designing competitive and tax-efficient compensation packages, and has also served as a trusted advisor to key executives who are hired by some of Oregon’s most successful businesses.

Christine M. Moehl

Christine’s practice is limited to legal matters related to the Employee Retirement Income Security Act (ERISA), including both health care plans and qualified retirement plans. Christine assists public and private sector plan sponsors, third-party administrators and investment professionals in all aspects of establishing and operating employee benefit plans. She is particularly adept at designing health and retirement plans to fit the individual needs of her clients. She also has extensive experience in guiding clients through the process of correcting plan administration errors through the IRS Employee Plans Correction Resolution System (“EPCRS”).

Christine is passionate about assisting employers in meeting the compliance challenges of ERISA, the Internal Revenue Code, and the Affordable Care Act. She enjoys navigating the regulatory framework of retirement plans and health plans to meet the individual needs of her clients.