FIS Relius

2015 has brought several important developments to the retirement plan world, with more on the way. In this 100 minute web seminar, Derrin Watson takes you through all that has been happening in the qualified plan world during the last year and explains how it impacts your practice.

Topics include:

• Hardship documentation standards
• 5500 changes
  • Change in extended deadline
  • New questions
  • 5500-EZ penalty relief
• EPCRS changes
  • Elective deferral failures
  • Participant loan VCP fees
  • Correction of overpayments
• Determination/Opinion letters
  • IRS to stop issuing individual letters for plan amendments
  • Cash balance preapproved plans
  • ESOP preapproved plans
• Cash balance anti-cutback relief
• Conflicted advice proposed regulation
• State mandated IRAs
• Other state sponsored retirement initiatives
• Economically targeted investments
• DOL report on 5500 audits
• The end of "deadline creep" for participant fee disclosure
• Recent court cases

As always, these programs not only provide a review of the key issues, including many not discussed in other SunGard web seminars, but also provide you with an opportunity to ask your questions regarding what’s happening in the retirement plan world.

There are no prerequisites for this program. The speaker will assume that attendees have a general familiarity with the design and operation of qualified plans and the requirements of ERISA.

Level: Overview

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

Objectives: At the conclusion of these programs, a participant should be able to:

• List the major developments affecting qualified plans in the last year
• Prepare for changes in the 5500 and determination letter programs
• Advise clients on the documentation of hardship distributions
• Determine how recent DOL initiatives regard state sponsored plans will affect their practice
• Assist clients to correct failures at minimal cost

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