Employee benefits is an ever-changing area of law. This full-day seminar is designed to bring attendees up to date on the current issues in employee benefits law.
- This seminar will discuss the impact on employee benefits of recent legislation including the American Jobs Creation Act of 2004 and the Working Families Tax Relief Act of 2004.
- The seminar will address current issues making headlines in today's employee benefit news, including employee benefits for domestic partners and same-sex spouses, and benefits for returning military service personnel under USERRA.
- Our panelists will also identify some compliance issues, including the implementation of the automatic rollover rule and recent guidance on the fiduciary duty to find missing plan participants in the case of a defined contribution plan termination.
8:30 a.m. - 8:45 a.m.
I. Overview Of Recent Legislative Changes
8:45 a.m. - 9:00 a.m.
II. Deferred Compensation Legislation – Section 409A
9:00 a.m. - 9:30 a.m.
III. Definition Of 'Dependent'
9:30 a.m. - 10:15 a.m.
IV. Domestic Partner Benefits And Same-Sex Marriage
10:15 a.m. - 10:35 a.m.
V. The Importance Of Death Beneficiary Designations
10:35 a.m. - 10:45 a.m.
10:45 a.m. - 11:30 a.m.
VI. USERRA – Employee Benefits For Military Service Personnel
11:30 a.m. - 12:10 p.m.
VII. Automatic Rollover Rules
12:10 p.m. - 12:30 p.m.
VIII. IRS Determination Letter Procedures
12:30 p.m. - 1:30 p.m.
1:30 p.m. - 2:15 p.m.
IX. Form 5500 Filings
2:15 p.m. - 2:25 p.m.
2:25 p.m. - 3:10 p.m.
X. Termination Distributions For Missing Defined Contribution Plan Participants
3:10 p.m. - 3:40 p.m.
XI. IRS Program For Correction Of Defects Under Retirement Plans
3:40 p.m. - 4:20 p.m.
XII. COBRA Administration
4:20 p.m. - 4:30 p.m.
XIII. Questions And Answers