Program Details
2026-09-30 13:00:00
Over 1,000+ webinars
Course Overview
2026-09-30 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTMaps the portable benefits safe harbors in Utah, Tennessee, Alabama, and Georgia, then builds a jurisdiction-specific go/no-go framework for advising clients, structuring independent contractor agreements, and meeting each enacted state law’s statutory drafting requirements.
Matthew I. WhitehornMarjorie McMahon ObodGiavanna Litz 2:10 pm - 3:10 pm ESTExamines the federal risks that remain once state safe harbors are satisfied: ERISA plan-status exposure, MEWA classification, and the IRC tax-exclusion gap, plus structural design principles, Form M-1 exposure, HSA workarounds, and pending federal legislation’s limits.
Matthew I. WhitehornMarjorie McMahon ObodGiavanna LitzMatthew I. Whitehorn is a Partner in Dilworth Paxson’s Tax Group, Chair of the firm’s Employee Benefits Group, Chair of its Pro Bono Committee, and a member of its Executive Committee. He has concentrated his practice on ERISA matters for more than 25 years, advising employers, plan sponsors, and fiduciaries on retirement, health and welfare, and deferred compensation arrangements. He served as the 2016-2017 Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT).
Marjorie McMahon Obod is a Partner at Dilworth Paxson LLP, Chair of the firm’s Educational Institutions Group, and CoChair of its Labor & Employment Group. She advises corporate clients and non-profit organizations in labor, employment, education, and regulatory matters, including wage and hour audits, reviews, and litigation, disputes raised by the Department of Labor, and Employee Retirement Income Security Act (ERISA) claims brought in federal and state courts in Pennsylvania, New Jersey, New York, and the District of Columbia. She represents clients before the Equal Employment Opportunity Commission, the Pennsylvania Human Relations Commission, the New Jersey Division on Civil Rights, the Occupational Safety and Health Administration, the National Labor Relations Board, and the Pennsylvania Labor Relations Board, and she has extensive experience in compliance and workplace investigations.
Giavanna Litz is an Associate in Dilworth Paxson LLP’s Litigation Department, where she brings strong research, writing, and advocacy skills to complex matters. She assists senior attorneys with matters that require detailed research, careful drafting, and thorough preparation, and she is recognized for approaching complex disputes methodically and contributing to the team’s ability to address litigation efficiently.
Matthew I. Whitehorn is a Partner in Dilworth Paxson’s Tax Group, Chair of the firm’s Employee Benefits Group, Chair of its Pro Bono Committee, and a member of its Executive Committee. He has concentrated his practice on ERISA matters for more than 25 years, advising employers, plan sponsors, and fiduciaries on retirement, health and welfare, and deferred compensation arrangements. He served as the 2016-2017 Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT).
Marjorie McMahon Obod is a Partner at Dilworth Paxson LLP, Chair of the firm’s Educational Institutions Group, and CoChair of its Labor & Employment Group. She advises corporate clients and non-profit organizations in labor, employment, education, and regulatory matters, including wage and hour audits, reviews, and litigation, disputes raised by the Department of Labor, and Employee Retirement Income Security Act (ERISA) claims brought in federal and state courts in Pennsylvania, New Jersey, New York, and the District of Columbia. She represents clients before the Equal Employment Opportunity Commission, the Pennsylvania Human Relations Commission, the New Jersey Division on Civil Rights, the Occupational Safety and Health Administration, the National Labor Relations Board, and the Pennsylvania Labor Relations Board, and she has extensive experience in compliance and workplace investigations.
Giavanna Litz is an Associate in Dilworth Paxson LLP’s Litigation Department, where she brings strong research, writing, and advocacy skills to complex matters. She assists senior attorneys with matters that require detailed research, careful drafting, and thorough preparation, and she is recognized for approaching complex disputes methodically and contributing to the team’s ability to address litigation efficiently.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
