Educational Solutions for Employee Benefits Professionals
ERISA Workshop
The focus of this year's ERISA Workshop is indeed on ERISA, as the workshop will look in-depth at the new regulations mandating disclosure from service providers to plan administrators. We'll show you how to know if you are subject to the new rules and what you must do to comply (and what happens if you don't). We'll also analyze the rules in terms of modern business practices and revenue models. Of course, this seminar will also keep you up-to-date on all other recent changes in tax rules, and important developments affecting qualified plans. With the new service provider regulations, this seminar is a "must attend" for all those servicing retirement plans.
Topics include:
- Service provider fee disclosure rules
- Controlled group design questions
- Proper forfeiture handling
- Problems with deceased participants
- Interplay between fee disclosures and Schedule C
- Changes to service provider agreements
Objectives
Upon completion of the course, attendees should be able to:
- Determine if a given plan is subject to the fee regulations
- Determine if a given service provider must make new disclosures
- Determine what information must be disclosed under the fee regulation
- Correct inadvertent failures to disclose or erroneous information
- Explain how a fiduciary protects itself from liability for improper disclosures
- Determine whether a given arrangement is subject to the fee regulation, Schedule C reporting, or both
- Explain the proper handling of benefits for deceased participants and beneficiaries
- Design a forfeiture allocation strategy which satisfies IRS requirements and accomplishes employer objectives
- Evaluate design alternatives in controlled group and affiliated service group situations
- List other current developments relevant to the practitioner's business
- Assist in preparing service agreements, if desired