SunGard Relius

The information and details below are from the Fall 2012 programs, for reference only. 2013 program information and online registration will be available here about August 2013.

Subscribe to our free e-mail alert service for seminars and we'll e-mail you when online registration is open in 2012 for this program.

NOTICE OF CHANGE FOR SEMINAR REGISTRATIONS: Beginning in February 2013, SunGard will require secure LOGIN as a Relius User in order to register for a Relius Education seminar, Web seminar, or conference. Click here for more information.

If you're interested in an onsite presentation for your group, please submit a Call me request or e-mail relius.education@sungard.com.

ERISA Workshop 2012

Benefits professionals are becoming increasingly aware that keeping plans compliant means more than keeping plans qualified. Those running and serving the plan must also comply with newly expanded ERISA requirements. This year’s ERISA Workshop can help you stay up-to-date on both qualification and fiduciary rules.

This program addresses the thorny issues of brokerage accounts and the effect of evolving DOL guidelines on participant-directed plans. It also analyzes the problems of rehired employees and shows how IRS and court decisions are affecting the plan review process.

The workshop also covers the latest guidance from government agencies, including dealing with changes to the participant fee disclosures. Plus, we provide a one-hour discussion of ethics to help attendees comply with the continuing education requirements of government agencies and professional societies.

Register today for SunGard’s ERISA Workshop – where pension professionals look to get the information, analysis and solutions they need to help keep their plans compliant.

Topics include:

• Brokerage account disclosure requirements
• Changes to fiduciary standards
• Discretionary vs. required amendments
• Ethical standards (1 hour)
• New determination letter procedures
• Designing early eligibility provisions
• Rehired employees
• Correcting disclosure mistakes
• Deadline for disclosing changes
• Fiduciary standards for brokerage windows

Who Should Attend
The ERISA Workshop is designed for practitioners who have some experience working with retirement plans in general, and experience with 401(k) plans, in particular, is a plus. The less-experienced practitioner also will benefit from the programs by learning how to spot important issues for further investigation.

This program is designed to benefit all pension practitioners, including third party administrators, attorneys, accountants, human resources personnel, actuaries, trust officers, insurance agents, and others involved with qualified plan design, compliance, administration, and government reporting.

Objectives
Upon completion of this Workshop, an attendee should be able to:

1. Identify which disclosure requirements are applicable to a plan with brokerage accounts
2. Identify which disclosure requirements do not apply to a plan with brokerage accounts
3. Determine the deadline for disclosing changes to fee disclosures
4. Determine how to correct a disclosure failure
5. Determine the fiduciary requirements when a plan has unlimited investment options
6. Explain how to design and apply early eligibility provisions
7. Determine in which situations a plan can and cannot file for a determination letter
8. Identify which amendments may be adopted after the close of the plan year
9. Determine the difference between a position that is aggressive and one that violates ethical standards
10. Identify responsibilities in a participant-directed plan
11. Determine the disclosure requirements when a plan does not have designated investment alternatives