ERISA Workshop, San Francisco

ERISA Workshop
San Francisco, CA
November 6

This fall, we are pleased to offer three programs in two days, designed to keep you abreast of the latest developments affecting qualified plans and the procedures and processes to keep your practice running as efficiently as possible.

On the first day, in the morning, we will provide EFAST2: The Future of Form 5500, a half-day program program to help you prepare for EFAST 2. In the afternoon, the Plan Forms, Notices, and Amendments: Streamlined, Effective, and Timely will prepare you to use forms, notices, and other material to streamline your practice.

On the second day in most cities, we feature this full-day ERISA Workshop, an opportunity to go in-depth on some of the thorny issues that plague retirement plan practitioners. Choose the programs and location that fit your needs and budget.

ERISA Workshop topics include:

  • Safe Harbor 401(k) Plans: Termination and Exit Strategies
  • Bankruptcy (Participant and Employer) Impact on Plans
  • Beneficiary Issues
  • Cross-testing Plan Design
  • Plan Corrections

Who Should Attend
All three programs – EFAST2; Plan Forms, Notices, and Amendments; and the ERISA Workshop – are designed for practitioners who have some experience working with retirement plans in general, and experience with 401(k) plans, in particular, is a plus. The less-experienced practitioner also will benefit from the programs by learning how to spot important issues for further investigation.

These programs are designed to benefit all pension practitioners, including third party administrators, attorneys, accountants, human resources personnel, actuaries, trust officers, insurance agents, and others involved with qualified plan design, compliance, administration, and government reporting.

Objectives
Upon completion of the ERISA Workshop, an attendee should be able to:

  • Compare the consequences of mid-year exiting and termination for safe harbor plans.
  • Determine optimal strategies for cross-tested plan designs, particularly cross-tested 401(k) plans.
  • Choose effectively between optional methods of correcting plan failures.
  • Administer a plan with a participant or employer in bankruptcy.
  • Explain when and how to file for a determination letter for a pre-approved plan.
  • List the issues which affect beneficiaries of deceased participants.