James A. Klein

James A. Klein is President of the American Benefits Council, a trade association based in Washington, D.C. representing primarily Fortune 500 companies that either sponsor or administer health and retirement benefits covering more than 100 million Americans. Jim is frequently quoted in both the national and benefits media on pension and health care topics. He has appeared on all the major television networks, discussing a wide range of employee benefits policy matters.

Jim is a founding board member of Americans for Generational Equity and serves on the Government Liaison Committee of the International Foundation of Employee Benefit Plans. Jim is also a private sector advisor to the U.S. government's delegation to the Pension and Insurance Committee of the Paris-based Organization for Economic Cooperation and Development (OECD). He was a member of the Center for Strategic and International Studies’ Global Aging Initiative. He travels extensively internationally advising public officials and private sector representatives on the development of retirement and health care systems.

Prior to joining the Council, Jim was Manager of Pension and Health Care Policy for the U.S. Chamber of Commerce, and before that practiced law for a Washington, D.C. firm specializing in employee benefits. Jim also worked as a legislative assistant for Congressman John J. LaFalce (D-NY). Jim graduated magna cum laude from Tufts University with a degree in Bioethics and graduated with honors from the National Law Center-George Washington University.

Health

Health Care Reform (PPACA)

  • Employer Shared Responsibility
  • Premium Tax Credit
  • Essential Benefits
  • Summary of Benefits
  • Health Insurance Exchanges
  • Claims and Appeals
  • Preventive Care Coverage
  • Grandfathered Plans
  • Market Reforms & Adult Child/Age-26 Coverage
  • Wellness Programs
  • Automatic Enrollment
  • Accountable Care Organizations
  • Non-Discrimination
  • W-2/Informational Reporting
  • Value-Based Insurance

Taxation of Health Benefits

Consumer-Directed Plans (HSAs/FSAs/HRAs)

Health Information Technology & HIPAA Privacy

Health Plan Administration

Miscellaneous Health

COBRA

ERISA Preemption

Genetic Non-Discrimination

Health Care Quality

Medicare

Mental Health Parity

Retiree Health/ERRP

Retirement

Defined Contribution/ 401(k) Plan Reform

  • Automatic Enrollment
  • Investments
  • Plan fees
  • Taxation of Retirement Plans/Limits

Defined Benefit Plans & PBGC

  • Funding Reform
  • PBGC Deficit & Premiums

Hybrid Plans

Financial Reform/Swaps

  • Business Conduct Standards

Investment Advice

Retirement Plan Administration

Miscellaneous Retirement

Retiree Health

Savings Initiatives/IRAs

Social Security

Other Issues

International Issues

  • FACTA Issues
  • FBAR Issues
  • Puerto Rico Plans

Electronic Disclosure

Executive Compensation

  • Non-Qualified Deferred Compensation
  • Code Section 409(A), 457(A), 162(m) issues
  • Say-on-Pay

Fiduciary Issues

Flexible Workforce/
Worker Classification

Miscellaneous Issues

Disaster Relief

Stock-Based Compensation