Groom principal Katie Bjornstad Amin and associate Will Fischer will speak at the American Bar Association’s Joint Committee on Employee Benefits (ABA/JCEB) Health and Welfare Plans National Institute on October 27, 2026.
Amin and Fischer will participate in a panel discussion titled “Help! My Health and Welfare Assets Are Trapped! Use of Forfeitures, VEBAs and 401(h) Accounts and Fiduciary Concerns” from 2:30–3:30 p.m. The session will explore strategies for utilizing accumulated assets in health and welfare benefit plans, including plan forfeitures, surplus VEBA funds, and excess assets in Section 401(h) accounts. Panelists will also address tax implications, fiduciary considerations, regulatory developments, and common compliance challenges facing plan sponsors.
For more information about the conference and to view the full agenda, click here.
