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Who should attend Profiting From Retirement Plans: Beyond The Basics
This one-day seminar is designed for benefits and human resource professionals, accountants, controllers, CFOs, presidents, vice presidents and business owners and managers.
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Profiting From Retirement Plans: Beyond The Basics  

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This one-day seminar is designed for benefits and human resource professionals, accountants, controllers, CFOs, presidents, vice presidents and business owners and managers.

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Seminar Summary:

This comprehensive and dynamic one-day seminar is designed to provide you with a better understanding of the statutory and regulatory framework of these important federal regulations, and will prepare you and your business for meeting compliance requirements and avoiding costly penalties. (see full course description)

 
 

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Training Course Syllabus:


As a business professional, you know that complying with 401(k) regulations is an important and challenging issue. This comprehensive and dynamic one-day seminar is designed to provide you with a better understanding of the statutory and regulatory framework of these important federal regulations, and will prepare you and your business for meeting compliance requirements and avoiding costly penalties. The day will provide a walk-through of what an employer has to do EVERYDAY to be in compliance with those confusing and ever-changing laws.

Seminar highlights:

  • How to correct retirement plan defects
  • Dealing with late deposits of 401(k) deferrals and other fiduciary issues
  • The latest notice rules
  • ESOP basics
  • Recent developments in nonqualified deferred compensation

8:30 a.m. - 9:00 a.m.

I. 401(k) Plan Contribution Remittance Issues

A. DOL Requirements On Timing

B. Correcting Errors From Late Contributions

C. Potential Developments

9:00 a.m. - 10:00 a.m.

II. IRS Program For Correction Of Retirement Plan Errors

A. Components Of Correction – Self-Correction, Voluntary Compliance, Correcting Within A Plan Audit

B. Strategies Based On Types Of Defects

C. Practical Advice In Utilizing Correction Program

10:00 a.m. - 10:10 a.m.

Break

10:10 a.m. - 11:00 a.m.

III. Payment Of Plan Expenses From Retirement Plan Assets And Allocation To Participants

A. Determining Appropriate Expenses Payable By Plans

B. Methods Of Allocating Expenses Paid By Plan Among Participants

C. Practical Strategies

11:00 a.m. - 11:45 a.m.

IV. Retirement Plan Blackout Period Notice Rules

A. What You Should Include In Your Blackout Period Notice

B. When And How You Should Deliver A Blackout Period Notice

C. What You Should Do When The Blackout Period Is Extended

11:45 a.m. - 12:15 p.m.

V. The Notice Rules For Providing Relative Values Of Optional Forms Of Benefit

A. What You Should Include In Your QJSA And QPSA Notices

B. Describing The Financial Effect Of Electing An Optional Form Of Benefit

C. Determining The Relative Values Of Optional Forms Of Benefit

12:15 p.m. - 1:15 p.m.

Lunch (On Your Own)

1:15 p.m. - 2:00 p.m.

VI. 10 Tips For 401(k) Plan Fiduciaries

2:00 p.m. - 2:50 p.m.

VII. Basics Of Employee Stock Ownership Plans For Closely-Held Companies

A. What Distinguishes ESOPs From Other Retirement Plans?

B. How ESOPs Work

C. IRC Section 1042 Sales

2:50 p.m. - 3:00 p.m.

Break

3:00 p.m. - 4:00 p.m.

VIII. Recent Developments In Nonqualified Deferred Compensation

4:00 p.m. - 4:30 p.m.

IX. Questions And Answers

Seminar Summary:

This comprehensive and dynamic one-day seminar is designed to provide you with a better understanding of the statutory and regulatory framework of these important federal regulations, and will prepare you and your business for meeting compliance requirements and avoiding costly penalties. (see full course description)

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