This seminar will review the new and anticipated DOL ERISA Fee Disclosure requirements for employee benefit plans and steps plan fiduciaries and service providers should take immediately to ensure compliance with the new transparency initiatives.
Following a wave of lawsuits against employers over 401(k) plan management, the Department of Labor introduced several new initiatives designed to provide transparency in the administration of certain employee benefits plans subject to ERISA.
The DOL revised the Form 5500, Schedule C reporting requirements, effective January 1, 2009, and in December 2007, issued proposed regulations under ERISA Section 408(b)(2) to require disclosure by service providers to fiduciaries.
Most recently, in July 2008, the DOL released proposed regulations under ERISA Sections 404(a) and 404(c), which require disclosure by fiduciaries to plan participants. The DOL intends for the 404(a) and 404(c) regulations to become effective for plan years beginning on or after January 1, 2009.
Listen as our panel of employee benefits attorneys reviews the new and anticipated DOL requirements and steps plan fiduciaries and service providers should take immediately to ensure compliance with the new transparency initiatives.
The panel will review these and other key questions:
She is a partner in the firm's ERISA Executive Compensation Practice. Her practice includes a wide range of ERISA and compensation matters. She counsels investment managers and other ERISA fiduciaries regarding the investment of employee benefit plan assets.
He represents clients in all aspects of executive compensation and employee benefits law. He frequently advises plan fiduciaries on how to reduce their risk of fiduciary liability for plan investments. He represents plan fiduciaries in administrative claim disputes with participants and contractual disputes with service providers.
His practice encompasses the entire area of employee benefits, including executive compensation and fiduciary related issues involving prohibited transactions and qualified plan advice. He represents clients before the DOL, IRS and PBGC.
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
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Online CLE Audio $74.50
Available 24 hours after the live event
Includes 50% off with Special Offer
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, HI, MO, MT, NY, TX, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, GA, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com.
MP3 Download (Audio Only) $24.50
Available 24 hours after the live event
Includes 50% off with Special Offer
CD $24.50
plus $9.45 S&H
Available ten business days after the live event
Includes 50% off with Special Offer
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