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Who should attend Current Issues In Employee Benefits
This one-day seminar is designed for benefits administrators, human resource managers and directors, presidents, vice presidents, accountants, controllers, CFOs, consultants, business owners and attorneys.
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Current Issues In Employee Benefits  

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

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Seminar Summary:

This seminar is designed to bring attendees up to date on the current issues in employee benefits law. (see full course description)

 
 

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Training Course Syllabus:


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.

Seminar highlights:

  • 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.

Break

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.

Lunch (Included)

1:30 p.m. - 2:15 p.m.

IX. Form 5500 Filings

2:15 p.m. - 2:25 p.m.

Break

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

Seminar Summary:

This seminar is designed to bring attendees up to date on the current issues in employee benefits law. (see full course description)

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