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MSBA Employee Benefits Section

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MSBA Employee Benefits Section
Annual Report
2012-13

Section Membership
As of June 17, 2013 the Employee Benefits Section has 189 members. 

Financial Status
The Employee Benefits Section had an account balance of $10,487.24 as of April 30, 2013. 

Continuing Legal Education Programs
The Section hosted one CLE program in fiscal year 2012-13.  In addition to this noon hour program, the Section co-sponsored the Annual Advanced Employee Benefits Institute with Minnesota CLE in February.

Program Date

Program Title

CLE Event Code and Credit

# of Attendees

5/16/13

Law, Literature and Elimination of Bias

179235 | 1.0 Bias

24

 
Annual Meeting and Election Results
The Employee Benefits Section annual meeting and elections were held in conjunction with a noon hour CLE on May 16, 2013 at the Minnesota State Bar Association offices in downtown Minneapolis.  The CLE and meeting were well attended with 24 participants.

The following individuals were elected to serve as officers in 2013-14:

Chair: Timothy Zellmer, General Mills, Inc
Vice Chair: Pam Thein, Oppenheimer Wolff & Donnelly, LLP
Secretary: Ted Rice, Kelly Hannaford & Battles, P.A.
Treasurer: Kristyn Mullin, Allina Hospitals & Clinics

Other Advisory Council Members:
Past Chair and MSBA Assembly Representative: Wendy Bunnell, Medica
Dave Ronald, Towers Watson
Debra Linder, Fredrikson & Byron, P.A.
Stacey Rice, Cargill Inc.
Tim Goodman, Dorsey & Whitney LLP
Jewelie Grape, Leonard, Street & Deinard

The following individuals will serve as the Section’s MSBA Assembly representative and alternate in 2013-14:

            Representative:  Wendy Bunnell
Alternate:  Timothy Zellmer

 

Submitted By:
Wendy Bunnell, Section Chair


MSBA Employee Benefits Section
Annual Report
2011-12

Section Membership
As of April 30, 2102 the Employee Benefits Section has 224 members. 

Financial Status
The Employee Benefits Section had an account balance of $14,470.00 as of March 31, 2012. 

Continuing Legal Education Programs
The Section hosted one CLE program in fiscal year 2011-12.  In addition to this noon hour program, the Section co-sponsored the Annual Advanced Employee Benefits Institute with Minnesota CLE in February.

Program Date

Program Title

CLE Event Code and Credit

# of Attendees

5/15/12

Do 401(k) Plans Provide Retirement Income for Life?"

167132; 1.0 Standard

32

 
Annual Meeting and Election Results
The Employee Benefits Section annual meeting and elections were held in conjunction with a noon hour CLE on May 15, 2012, at the Marquette Hotel in Minneapolis, MN.  The CLE and meeting were well attended with 32 participants.

The following individuals were elected to serve as officers in 2012-13:

Chair:  Wendy Bunnell, Medica
Vice Chair:  Timothy Zellmer, General Mills, Inc.
Treasurer:  Ted Rice, Kelly Hannaford & Battles, P.A.
Secretary:  Pam Thein, Oppenheimer Wolff & Donnelly, LLP

The following individuals were elected to serve on the Employee Benefits Council from July 1, 2012 to June 30, 2013:
Leslie Anderson, Dorsey & Whitney
Kristyn Mullin, Allina Hospital & Clinics
Dave Ronald, Towers Watson
Debra Linder, Fredrikson & Byron
Stacey Rice, Cargill Inc.
Tim Goodman, Dorsey & Whitney LLP

The following individuals will serve as the Section’s MSBA Assembly representative and alternate in 2012-13:

            Representative:        Leslie Anderson
Alternate:      Wendy Bunnell

Other Section Accomplishments
The Chair of the Section participated in the fall event sponsored by the MSBA for area law students.

Submitted By:
Leslie Anderson, Section Chair


MSBA Employee Benefits Section
Annual Report
2010-2011

Section Membership
As of June 22, 2011, the Employee Benefits Section has 226 members.  This number is consistent with the membership at the beginning of the fiscal year.

Financial Status
The Employee Benefits Section had an account balance of $14,244.97 as of May 31, 2011.

Continuing Legal Education Programs and Social Events
The Section hosted one CLE program in fiscal year 2010-11.  In addition to this noon hour program, the Section co-sponsored the annual Employee Benefits Workshop with Minnesota CLE.

Program Date

Program Title

CLE Event Code and Credit

# of Attendees

01/20/2011

31st Annual Advanced Employee Benefits Workshop, co-sponsored with MNCLE

151814; 6.5 Standard

93

5/16/2011

Negotiating TPA Agreements from the TPA Perspective

155109; 1.0 Standard

41

 
Legislation and Amicus Briefs
The Section did not submit any legislative proposals or amicus briefs in the 2010 – 11 term.

Annual Meeting and Election Results
The Employee Benefits Section annual meeting and elections were held in conjunction with a noon hour CLE on May 16, 2011, at the Marquette Hotel in Minneapolis, MN.  The CLE and meeting were well attended with 41 participants.

The following individuals were elected to serve as officers in 2011-12:

Chair:  Leslie Anderson, Dorsey & Whitney, LLP
Vice Chair: Wendy Bunnell, Medica
Secretary: Timothy Zellmer, General Mills, Inc.
Treasurer:  Pam Thein, Oppenheimer Wolff & Donnelly, LLP

In addition to the offices, the following individuals were elected to serve on the Employee Benefits Council from July 1, 2011 to June 30, 2011:

John Nichols, Gray Plant Mooty Mooty & Bennett, P.A..
Ted Rice, Kelly Hannaford & Battles, P.A.
Kristyn Mullin, Allina Hospitals & Clinics
Dave Ronald, Towers Watson
Debra Linder, Fredrikson & Byron, P.A.
Stacey Rice, Cargill Inc.

The following individuals will serve as the Section’s MSBA Assembly representative in 2011-12:

            John Nichols, Gray Plant Mooty Mooty & Bennett, P.A..

Other Section Accomplishments:

 

Submitted By:
John Nichols, Section Chair



EMPLOYEE BENEFITS SECTION
2005-2006 Annual Report

Brad Keil, Chair

Council Meetings:
The Section held regular Advisory Council meetings on a variety of topics.
Committee Accomplishments:

CLE Programs:

The Section sponsored the 2006 Annual Advanced Employee Benefits Seminar and an annual Spring Seminar on the impact of employee benefit plans on corporate financial statements.

Newsletters:

Pro Bono Programs:

Legislative Developments:

The Section worked with the Family Law Section on proposed changes to Minnesota Statutes regarding domestic relations orders.

Bylaw Revisions:

Bylaws were amended to reflect input from MSBA staff. The amendments were approved at the Section's annual business meeting in May.

Social Events:

Community Projects:
The Section made a $250 contribution to the MSBA Mock Trial Program to help pay expenses for South High, the Minnesota champion, to attend the national mock trial competition in Oklahoma City. The Section also made a $250 contribution to the Pension Rights Project.

Section Sponsored Awards:
Law Student Outreach:
Membership/Recruitment:
E-mail Discussion Lists:
Finances:

Dues for 2006-2007 will remain $15.

Annual Meeting and Election of New Officers:
Chair: Douglas Heffernan, Faegre & Benson, LLP
Vice-Chair: Jude Carluccio, Parsinen, Kaplan, Rosberg & Gotlieb, P.A.
Secretary: John Merkle, Fredrikson & Byron, P.A.
Treasurer: Catherine Rudenick, Wells Fargo & Co.

Other Members:
John Nichols, Gray Plant Mooty Mooty and Bennett, PA
Leslie Anderson, Dorsey & Whitney, LLP
Wendy Bunnell, Halleland Lewis Nilan & Johnson, P.A.
Tim Zellmer, General Mills
Pam Thein, Oppenheimer Wolff &Donnelly LLP
Brad Keil, Past Chair & MSBA Assembly Representative for 2006 - 2007


Employee Benefits Section
2004-2005 Annual Report
Bob Seng, Chair

Council Meetings:
Section held regular Advisory Council meetings on a variety of topics.

Committee Accomplishments:

CLE Programs:
The section sponsored the 2005 Annual Advanced Employee Benefits Seminar--with sellout attendance. We also sponsored an annual Spring Seminar on IRS Circular 230.

Newsletters:

Pro Bono Programs:

Legislative Developments:
The Section worked with the Family Law Section on proposed changes to Minnesota Statutes regarding qualified domestic relations orders.

Bylaw Revisions:
Bylaws were amended to conform to new MSBA governance structure.

Social Events:

Community Projects:
Members of the Section continue to work with the Minnesota Senior Federation on pension issues for seniors.

Section Sponsored Awards:

Law Student Outreach:

Membership/Recruitment:

E-mail Discussion Lists:

Finances:

Annual Meeting and Election of New Officers:

Chair:
Brad Keil, Oppenheimer Wolff & Donnelly, LLP

Vice-Chair:
Douglas Heffernan, Faegre & Benson, LLP

Secretary:
Jude Carluccio, Parsinen, Kaplan, Rosberg & Gotlieb, P.A.

Treasurer:
John Merkle, Fredrikson & Byron, P.A.

Other Members

Catherine Rudenick, Wells Fargo & Co.
John Nichols, Gray Plant Mooty Mooty and Bennett, PA
Leslie Anderson, Dorsey & Whitney, LLP.
Wendy Citron, Briggs and Morgan, PA
Tim Zellmer, General Mills

Bob Seng, Past Chair & MSBA Assembly Representative for 2005 - 2006


MSBA Employee Benefits Section
1996-97 Annual Report

In 1996-97, the Employee Benefits Section continued its efforts to enhance the skills of Minnesota lawyers practicing in the employee benefits area and to improve the practice of employee benefits law.

In May 1996, the section supported the efforts of the Minnesota Senior Federation to restore federal funding for the Minnesota Pension Rights Project and submitted a proposal for funding by the MSBA Impact Fund. A grant was awarded and administered by the section in this fiscal year. The section's Pro Bono Committee, chaired by Advisory Council member Jeff Cairns, worked with the federation throughout the year to inform the public about their pension rights and the availability of this resource, as well as to promote participation in the project by section members. In May 1997, the section supported a renewal proposal by the Senior Federation for an Impact Fund Grant; $1,000 was awarded for the 1997-98 fiscal year.

In January, the section sponsored the 17th annual Advanced Employee Benefits Workshop, which was chaired by Advisory Council members Linda Schwartz and Jeff Cairns. This well-received workshop featured representatives of the U.S. Department of Labor and the IRS, as well as a number of local and out-of-state practitioners.

In April, the section continued its annual cooperating sponsorship of the IRS/ASPA Midwest Region Benefits Conference, an annual event that offers regional benefits practitioners an opportunity to meet with officials from the IRS and other government agencies to discuss the latest developments in employee benefits law compliance and audit.

In May, the section sponsored the 20th Annual Employee Benefits Institute, which was cochaired by Advisory Council members Rick Nelson and Mark Sletto. The section's annual meeting was held on the morning of the Institute and the following nominees were elected to the section's Advisory Council for the 1997-98 fiscal year: Rick Nelson, chairperson; Dick Hackett, vice chairperson; Jeff Cairns, secretary; Bob Hartmann, treasurer; and Linda Schwartz, Mark Sletto, Robin Harmon, Steve Levin and Bob Seng, advisory council members.

Lucinda Hruska-Claeys,
Chairperson

- Last Updated 8/3/07 -