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You've Gotta Have HEART: New Pension Rules for Veterans
Presentor: S. Derrin Watson, J.D. Recorded Date: 7/17/2008 Duration: 100 Min.

Description

This program was recorded on July 17, 2008.

On June 17, 2008, the President signed the Heroes Earnings Assistance and Relief Tax Act of 2008 (HEART). This new law passed Congress unanimously. It provides important new protections for the men and women of the US armed services, as well as new options and new requirements for all types of retirement plans. It also imposes new withholding and taxation rules for pension distributions to expatriates. Inasmuch as several of the provisions are retroactively effective, there may be plans which are making distributions today that are incorrect under the new law. Not surprisingly, the new rules will require the amendment of every qualified plan in existence.

This program will lay out all the rules of this new law which relate to employee benefit plans. And, we will review key provisions of USERRA (which the new law impacts) and show how the law modifies the 415 regulations (yes, those rules you are adopting amendments for now are being changed). As always, the Web Seminar will have many examples, and we will address the specific questions of attendees. If you work with retirement plans (including 403(b) plans), you will not want to miss this program.

What You'll Learn

  1. Differential Pay
    1. Definition
    2. Employment Tax
    3. Employment Status
    4. Entitlement to Distribution
    5. Optional Benefits
    6. Comparison with 415 Regulation Definition
    7. Nondiscrimination
  2. Death Benefits
    1. Mandatory
    2. Optional
    3. Nondiscrimination
  3. Reservist Distributions
    1. Retirement Plan
    2. Cafeteria Plan
  4. Plan Amendments
  5. IRA Contributions
  6. Expatriates
    1. Covered Expatriate
    2. Taxation of Deferred Compensation
    3. Withholding for Eligible Deferred Compensation

Speaker – S. Derrin Watson, J.D., APM
Recipient of the 2006 ASPPA Educator's Award

Instructional Delivery Method
Recorded playback of live Web seminar.

Prerequisites
There are no prerequisites and no advance preparation required for this program.

Level - Overview. Attendees should have a general understanding of the operation of 401(k) plans. Acquaintance with the rules of USERRA is helpful but not mandatory.

System Requirements

  • Windows 95, 98, NT 4.0 , 2000, XP
  • Internet Explorer 4.01 or later, Netscape 4.08 or later
  • 56K modem connection or better (128K recommended)
  • Pentium 166+ MHz, 128MB RAM or more
  • 800x600 or higher display resolution
  • Soundcard, Speakers

Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.

Program related requests, questions, or concerns may be e-mailed to: WebTechSem@relius.net

 


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