BarbriSFCourseDetails
  • videocam Live Webinar with Live Q&A
  • calendar_month April 28, 2026 @ 1:00 PM E.T.
  • signal_cellular_alt Intermediate
  • card_travel ERISA
  • schedule 90 minutes

Structuring Pension, Health, and Welfare Plans for Multinational Companies

Navigating Legal and Tax Implications When Designing Benefits Plans

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About the Course

Introduction

This CLE course will offer guidance to employee benefits counsel on the complex legal and tax challenges of designing pension, health, and welfare plans for employees working for multinational companies. The program will discuss the types of employee benefits offered to inpats and expats, key considerations for plan sponsors, and the impact of U.S. regulations.

Description

Multinational employers are increasingly grappling with employees at cross-border locations as business operations continue to become more global. Multinational employers and their counsel must be versed in the legal requirements and implications of cross-border assignments on employee pension, health, and welfare benefits in order to avoid costly missteps.

Key considerations for multinational employers include determining which corporate entity of the multinational company should fund the benefits plan and/or tender benefits to inpats and expats, whether the individual should transfer to U.S. employment, if possible, or if the employee should be seconded, taking into account reporting and tax requirements, social security rules, securities laws, joint-employer liability, and other legal issues. The program will not address the immigration status, work visas and related immigration laws determining the ability of the individual to come to the U.S. In addition, multinational employers must ensure that benefits are clearly and explicitly documented in a written employment agreement or secondment agreement to avoid confusion and disputes.

Compliance with federal laws is crucial for employers to avoid penalties and legal repercussions. ERISA, for example, requires employers to provide participants with important information about their retirement and health plans, including plan features and funding. Failure to comply with ERISA can result in fines, lawsuits, and even criminal charges.

Listen as our panel discusses legal considerations and best practices for employee benefits counsel designing pension, health, and welfare plans for inpatriates and expatriates on behalf of multinational companies.

Presented By

Greta E. Cowart
Partner
Jackson Walker LLP

Ms. Cowart has counseled employers for more than 30 years on best practices in human resources and employee relations related to benefits and executive compensation. In her practice, she develops strategies for effective administration of claims and other disputes, as well as in ERISA litigation, while also considering applicable labor and employment laws. Ms. Cowart has considerable experience de-risking pension, disability, and retiree medical benefits in order to manage those financial risks. She also reviews fiduciary operations to improve the documentation of the fiduciary process. Ms. Cowart works closely with clients defending IRS team audits and U.S. Department of Labor audits, including service provider audits. She works with clients to take proactive steps to build the procedures and records to address issues related to audits. Ms. Cowart also assists clients in creative executive compensation plan design and resolution of administration and operation issues, including those under Code Section 409A.

Zoe Wachter
Attorney
Jackson Walker LLP

Ms. Wachter is an attorney in Jackson Walker’s Executive Compensation and Employee Benefits practice. She advises public and private companies on executive compensation matters, with a focus on public company SEC disclosure, corporate governance, and compensation-related aspects of capital markets and M&A transactions. Ms. Wachter's practice includes drafting and reviewing proxy statement and periodic report disclosures, advising on say-on-pay matters, and structuring executive and equity compensation arrangements in connection with financings and other strategic transactions. She also counsels companies on the design, implementation, and administration of executive and equity-based compensation programs, with particular attention to the tax, ERISA, securities, and corporate governance considerations that shape those arrangements. In addition, Ms. Wachter regularly advises on employment, retention, separation and other ad hoc compensation arrangements for senior executives and key employees.

Victoria Zerjav
Attorney
Cohen & Buckmann, PC

Ms. Zerjav provides sophisticated client counseling in regard to executive compensation, employee benefits and employee relations, including in connection with mergers and acquisitions (M&A) and other strategic transactions. She regularly represents Fortune 1000 companies, private equity-backed businesses and venture capital entities across a variety of industries with respect to complex employee benefit plan and compensation issues.

Credit Information
  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, April 28, 2026

  • schedule

    1:00 PM E.T.

I. Trends and developments impacting employee benefits for inpats and expats

II. Legal and tax considerations and best practices for multinational employers designing employee benefits plans

III. Impact of the OBBBA and other regulations

The panel will review these and other key issues:

  • What types of employee benefits do multinational employers typically offer inpats and expats?
  • What legal and tax considerations should counsel for multinational employers take into account when determining which benefits to offer and how to structure plans?
  • What is the impact of the OBBBA and recent regulations on health benefits for expats?