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Who should attend Section 125 Cafeteria Plans And Fiduciary Responsibility For Retirement Plan Sponsors
This seminar is designed for human resource and benefits professionals, accountants, controllers, CFOs, payroll managers, presidents and vice presidents, business owners and managers, office managers, insurance professionals, tax managers, financial planners, consultants and attorneys.
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Section 125 Cafeteria Plans And Fiduciary Responsibility For Retirement Plan Sponsors  

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This seminar is designed for human resource and benefits professionals, accountants, controllers, CFOs, payroll managers, presidents and vice presidents, business owners and managers, office managers, insurance professionals, tax managers, financial planners, consultants and attorneys.

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Seminar Summary:

This day-long seminar is designed to give participants an overview of Section 125 Cafeteria Plans as well as information on fiduciary responsibility for retirement plan sponsors. (see full course description)

 
 

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Training Course Syllabus:


This day-long seminar is designed to give participants an overview of Section 125 Cafeteria Plans as well as information on fiduciary responsibility for retirement plan sponsors. Our first guest speaker will explain the reasons behind the often complex rules for offering and managing a cafeteria plan. The second guest speaker will discuss the complex rules that you need to know to be in compliance with the Employee Retirement Income Security Act (ERISA) and will also explain the fiduciary responsibilities of a plan sponsor.


8:30 a.m. - 12:00 p.m.

(Break 10:00 a.m. - 10:10 a.m.)

I. Definition

II. Employer Advantages

III. Employee Advantages

IV. Establishing A Plan

V. Types Of Plans To Consider

VI. Costing Benefits

VII. Introducing The Plan To Employees

VIII. What Benefits Can Be Offered

IX. What Other Taxable Benefits Can Be Offered

X. What Can't Be Offered

XI. Funding – Who Pays?

XII. Plan Documents

XIII. Who Is Eligible?

XIV. Timing Of Benefit Election

XV. Benefit Elections/Revocation Of Benefit Elections

XVI. Expense Reimbursement

XVII. IRS Non-Discrimination Rules

XVIII. 401(k) Plans Within A Cafeteria Plan

XIX. Educational Institutions Can Allow Retiree Group Term Life Insurance

XX. Premium Rebates Are Allowed As Policy Dividends If They Are Reasonable But They Must Be Paid Before The End Of The 12 Month Period Immediately Following The Close Of The Plan Year For Which They Are Paid

XXI. Vacation Days May Not Be Carried Over – You Violate The Deferral Rule

XXII. Do Not Pre Pay FMLA Health Expenses Beyond The 125 Plan Year End – You May Violate The Anti-Deferral Rule

XXIII. Vacation Days

XXIV. Flexible Spending Accounts (FSAs)

XXV. Trusts Are Required But Currently The Department Of Labor Is Not Enforcing That Rule – Costs Of Insurance May Be Handled By The Insurer

XXVI. The 5500 Schedule F

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. 4:30 p.m.

(Break 2:40 p.m. - 2:50 p.m.)

XXVII. Overview Of Employee Retirement Income Security Act (ERISA)

XXVIII. Plan Fiduciaries

A. Who Is A Plan Fiduciary?

1. Legal Definitions

2. Practical Examples

B. Who Is Not A Plan Fiduciary?

XXIX. Your Duties As A Fiduciary

A. Duty Of Loyalty

B. Exclusive Benefit Rule

C. Prudent Person Rule

D. Diversify Plan Investments

E. Act In Accordance With Plan Document

F. Monitor Investments

XXX. Selection Of And Documentation On Plan Investments

A. Investment Policy

B. Three Key Investment Decisions

1. Each Individual Investment Option Must Be Carefully Selected

2. Individual Investment Options As A Group Must Cover A Broad Range

3. Individual Investment Options As Well As The Group Must Be Appropriate For The Particular Workforce

C. Asset Allocation Models

D. Self-Directed Brokerage Accounts

E. Employer Securities

XXXI. Summary, Review And Questions

Seminar Summary:

This day-long seminar is designed to give participants an overview of Section 125 Cafeteria Plans as well as information on fiduciary responsibility for retirement plan sponsors. (see full course description)

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