River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by Thursday, October 16th

Legislative Update

John R. Kirk – Partner, Bricker Graydon

John Kirk practices in the employee benefits area, focusing in comprehensive support for employers of all sizes, public and private, for, as well as nonprofit organizations. His expertise spans various facets of employee benefits, including design, implementation, and compliance across tax-qualified plans such as 401(k) plans, 403(b) plans, ESOPs, and defined benefit plans. John also advises employers on nonqualified deferred compensation, health and welfare programs, including ACA compliance, and employee fringe benefit plans.

John has extensive experience representing plan sponsors, trustees, and fiduciaries in transactions involving ESOPs. He guides companies through the entire ESOP life-cycle, including acquisitions, divestitures, and administration matters post-acquisition. John further assists ESOP entities with governmental audits/investigations and litigation.

Beyond ESOPs, John assists employers in designing and implementing qualified and non-qualified plans, including stock options, deferred compensation, and other incentive plans.  He works with employers to help modify and administer both small and large defined benefit and defined contribution plans, supplemental retirement programs, equity compensation programs, and health and welfare arrangements. His practice also includes all aspects of retirement plan work for nonprofit and governmental employers (e.g., 403(b), 457(b), and 457(f) plans).

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. First time guests are free for the October meeting!  Please add your guest on the RSVP form.

In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com