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Retirement Plans for Tax Exempt Organizations
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About this event
RETIREMENT PLANS FOR TAX EXEMPT ORGANIZATIONS
Wednesday, April 30, 2025 | 4:30 pm - 7:00 pm | Junior Restaurant and Lounge
TOPIC DETAIL
Scott will discuss why tax exempt organizations are different when it comes to:
the reasons and motivation for adopting a retirement plan;
the factors that must be considered;
and the types of plans that may be adopted.
He will then compare 401(k) plans, 403(b) plans, and 457 plans available to such organizations. Finally, time permitting, he will illustrate the different plans through case studies.
SPEAKER BIO
Scott E. Galbreath
Scott leads the Equity and Executive Compensation Practice Team at Trucker Huss. He has more than 30 years of experience representing employers in ERISA, employee benefits, and executive compensation matters.
Scott’s extensive experience includes working with clients on all types of nonqualified deferred compensation plans, supplemental executive retirement plans, 457(b) and 457(f) plans for executives of tax-exempt organizations, equity and synthetic equity plans, such as restricted stock and phantom stock or stock appreciation rights, golden parachutes, and change-in-control and severance arrangements.
He also assists clients with Internal Revenue Code section 83(b) and 409A compliance and correcting qualified plan compliance errors under IRS and Department of Labor remedial programs.
After practicing for 20 years in Chicago, Scott moved to California, where he has served as Chair of the Sacramento County Bar Association’s Tax Section, as well as President of the Sacramento Chapter of the WP&BC. He continues to serve as Vice President of the Sacramento Chapter of the WP&BC. For the past three years, Scott has served on the planning committee for the Western Benefits Conference.
He is a Fellow of the highly selective American College of Employee Benefits Counsel, and he is a frequent writer and speaker on new developments in employee benefits. He is the author of The Benefit of Benefits blog, which is an online resource for information and commentary on new legislative, regulatory, and industry developments in employee benefits and executive compensation.
Scott was named a Top Lawyer for Employee Benefits (2015-2017 and 2020-2022) and a Top Lawyer for Tax (2021) in the lists published by Sacramento Magazine. He was also named a Super Lawyer in Northern California Super Lawyers 2021-2024 for excellence in employee benefits law. Scott was recognized as a Best Lawyers in America for Employee Benefits (ERISA) Law in 2024. Scott is also recognized by Martindale-Hubbell as an AV Preeminent Peer Review Rated lawyer. In 2017, his article, “Choosing the Right Plan and Design for a Tax Exempt Organization or State and Local Government Requires Knowing the Rules and Motivation” appeared in the New York University Review of Employee Benefits and Executive Compensation.
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