Participant Forms & Notices
Text below is from the program that ran in early 2008, and is for information only. If you're interested in an onsite presentation for your group, please submit a Call me request or e-mail webtechsem@relius.net .
Plan forms after EGTRRA and PPA
Stay ahead of the competition with this new review of some of the most important (and often misunderstood) plan administrative forms, including those required by PPA, distribution forms, loan documentation, QDRO procedures, plan expense disclosure, and other forms. See sample forms and learn how these are used. Learn the trouble spots and the possible solutions. Get the latest guidance for drafting and use, including PPA guidance. Save countless hours of drafting and review. Attend and gain insights about the use of our forms and how to take the best advantage of them. Leave with a good understanding of the latest rules affecting plan administrative forms.
Topics include:
- Participant Benefit Statement
- QDRO Checklist
- Loan Policy
- Revised Special Tax Notice
- Plan Expense SMM
- Blackout Notice
- Transfer Agreement
- Non-spouse Beneficiary Explanation
NOTE: Back-to-back scheduling! The Participation Forms & Notices Workshop is preceeded in the morning by the Automatic Enrollment & Default Investment Workshop. A multi-program registration discount is offered for those who wish to attend both programs at the same location.
Who Should Attend
This program is designed for and will benefit plan administrators, pension consultants, attorneys, CPAs, actuaries, financial advisors, brokers, trust officers, and human resources professionals.