ERISA Workshop 2011

ERISA Workshop 2011

Staying ahead of the game and keeping the plans that count on you safe from IRS, DOL or participant issues is a perpetual challenge, especially in today’s fast-paced changing environment. How do you deal with a DOL investigator saying there is a fiduciary breach for failure to collect employer contributions? How do you evaluate the risks and opportunities of the “open” multiple employer plan design that is rapidly gaining attention? How do you satisfy the filing requirements in this first year of Form 8955-SSA, as well as the duty to provide individual statements to participants? How do you prepare for participant and service provider disclosures in an environment of shifting deadlines? These are just some of the questions that will be answered at SunGard's 2011 ERISA Workshop.

Register today for the cutting-edge commentary and analysis that Relius Education delivers in 22 cities for your convenience.

Topics include:

  • Duty to collect
  • DOL’s position on multiple employer plans
  • Individual statement (8955-SSA)
  • Lost participant distribution options
  • Participant investment disclosures
  • Service provider disclosures
  • Protected benefits
  • QDRO checklist
  • Correction of late deposits

Objectives: Upon completion of this workshop, attendees should be able to:

  1. Determine whether the employer must amend the plan to identify an individual who is responsible for collection of participant contributions
  2. Identify the options for distributing lost participant accounts
  3. Determine which disclosures need to be made by service providers and provided to participants
  4. Identify which service providers must make the required disclosures and which service providers are not subject to the disclosure requirements
  5. Determine advantages and disadvantages of a multiple employer plan
  6. Identify which plan expenses must be disclosed to participants
  7. Draft an individual statement that complies with the Form 8955-SSA requirements
  8. Determine which domestic relations orders should be approved and which should be rejected
  9. Identify which optional forms of benefit that the plan must protect in a plan takeover situation