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Scheduled in five cities in 2019: Appleton WI, Charlotte, Kansas City, and Portland
The ERISA Workshop is preceded on the prior day by the Form 5500 Workshop. A multi-program discount will be available.
ERISA Workshop
Covering Current Events, Hardship Distributions, QDROs, and More
Questions. Retirement plan administration gives rise to many different questions, and the answers are constantly changing. The 2019 ERISA Workshop is designed to give you the answers you need to the difficult questions that plague retirement plan practitioners. As always, we will feature discussion and case studies on some of the top issues of the day, such as:
Taught by professional attorney/instructors, the ERISA workshop helps the rules make sense by presenting them against the backdrop of real life problems. Our attorney/instructor not only knows what the law says, he knows how to present it in a manner that is clear and readily understandable.
OBJECTIVES: After the program, attendees should be able to:
NOTE: Back-to-back scheduling! The ERISA Workshop is preceded on the prior day by the Form 5500 Workshop. A multi-program registration discount is offered for those who wish to attend both programs at the same location. Attend both Workshops and enjoy the multiple-program discount – a $50 savings!
Prerequisites:
There are no prerequisites for this program however, participants should come with an understanding of the general operation of 401(k) plans. Attendees should have at least six months of experience working with employer plans.
Program Level: Beginner. Overview.
Instructional Delivery Method: Group – Live
NASBA Field of Study: Taxes
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.