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Retirement, Deferred Compensation, and Welfare Plans of Tax-Exempt and Governmental Employers Segment A



Content Partner:  ALI-ABA
Price: CDN$400.00*
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Description:

Why Attend?

  • What are the likely near-term and long-term effects of health care reform on employer-sponsored health plans? What steps/options should you consider taking now to prepare?
  • What are the next wave of IRS and DOL issues affecting 403(b) programs, including the implications of recent DOL guidance on non-ERISA status and form 5500 reporting and audits?
  • What new guidance does the IRS have in store for church and governmental plans?
  • How to deal with governmental plan IRS determination letters – Pension Protection Act amendments, filing tips, and responding to IRS reviewers
  • How should 403(b) and other plan sponsors cope with new investment advice and fee disclosure rules?
  • How does the new 409A correction guidance apply to 457(f) and other nonqualified plans?
  • What changes are likely for nonqualified plans in view of expected IRS guidance on “substantial risks of forfeiture”?
  • How will cash balance and other hybrid plans cope with expected IRS regulatory guidance on interest rates and other critical issues?

Topics:

403(b) Workshop, Fiduciary Obligations and Other Issues for Defined Contribution Plans

  • Introductory Remarks
  • 403(b) Workshop
  • Update from the IRS
  • Update from the Department of Labor
  • Update from Provider Representatives
  • Form 5500 Issues
  • Fiduciary Obligations and Other Current Issues for 401(k), 403(b), and Other Defined Contribution Plans


Practice Areas: Administrative Law & Regulation, Employee Benefits & Compensation, Pension & Retirement Benefits, Tax Law, Tax-Exempt Organizations
Online Media Type: Video
Production Date: 09/13/2010 9:00 AM EDT
Level: Advanced
Category: Standard
Duration: 3 Hours, 30 Minutes
Online Format: Live

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Accreditation:
AK, AL, AR, AZ, CA, CO, CPE-NASBA, GA, IA, IL, IN, ME, MN, MO, MS, MT, NC, ND, NJ, NM, NV, NY, OK, OR, TN, TX, UT, VA, VI, VT, WA, WI, WV
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Total Credits: 3.25
Specialty Credits: 
Status: Accredited
Expiration: N/A
Training Type: Online

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Speakers:
Robert J. Architect - Vice President of Compliance and Market Strategy, The Variable Annuity Life Insurance Company, Silver Spring, Maryland
Angelique V, Carrington - Tax Law Specialist, Employee Plans Division, Tax Exempt and Government Entities, Internal Revenue Service, Washington, D.C.
Sherri M. Edelman - Tax Law Specialist, Employee Plans Division, Internal Revenue Service, Washington, D.C.
Weiyen Jonas - Vice President and Associate General Counsel, FMR LLC Legal Department, Fidelity Investments, Boston
Michael A. Laing - Taft, Stettinius & Hollister LLP; Cincinnati
Robert A. Lavenberg - Partner, BDO Seidman, LLP, New York
Jason E. Levine - Tax Law Specialist, Employee Plans Division, Internal Revenue Service, Washington, D.C.
Louis T. Mazawey - Groom Law Group, Chartered, Washington, DC
Daniel G. Miller - Conner and Winters, P.C., Washington, D.C.
John A. Nixon - Duane Morris LLP; Philadelphia
David W. Powell - Groom Law Group, Chartered, Washington, DC
David L. Raish - Ropes & Gray LLP; Boston
Susan E. Rees - Pension Law Specialist, Office of Regulations and Interpretations, Employee Benefits Security Administration, U.S. Department of Labor; Washington DC
Richard A. Turner - Vice President and Deputy General Counsel, The Variable Annuity Life Insurance Company; Houston
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


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