This CLE webinar will provide guidance to employee benefits counsel on key compliance challenges in the design and administration of 403(b) and 457(b) plans and methods to overcome them. The panelist will discuss complex rules and pitfalls to avoid in plan design, key administrative challenges, and... Read More

This CLE course will provide employee benefits counsel, plan sponsors, and administrators guidance on identifying critical retirement plan issues and correction methods. The panel will discuss IRS self-correction rules and procedures and the primary focus areas of IRS and DOL examinations and audits... Read More

This CLE webinar will provide employee benefits counsel with a comprehensive analysis of SECURE 2.0 year-end compliance challenges for employer-sponsored retirement plans. The panel will discuss required steps and compliance stemming from SECURE 2.0, navigating participant contributions and distribu... Read More

This CLE webinar will provide ERISA counsel, plan administrators, and employers guidance on new rules for retirement plans under SECURE Act 2.0. The panel will discuss key provisions of the SECURE Act 2.0, including new distribution options, along with the Act's impact on other retirement plan requi... Read More

This CLE webinar will provide employee benefits counsel, plan sponsors, and administrators an in-depth analysis of the new rules for retirement plan corrections under the SECURE 2.0 Act of 2022 ("SECURE 2.0"). The panel will also discuss the primary areas of focus of IRS and DOL examinations and aud... Read More

This CLE webinar will provide employee benefits counsel with an overview of the provisions of SECURE Act 2.0 (SECURE 2.0) that modify rules governing the design, implementation and administration of tax-qualified requirement plans. The panel will discuss key provisions of SECURE 2.0 relating to auto... Read More

This CLE course will guide ERISA counsel and employee benefits advisers on leveraging the provisions on required minimum distributions (RMDs) to missing participants of 401(k), 403(b), and other qualified plans. The panel will outline the RMD rules for qualified plans, discuss how to avoid the excis... Read More

This CLE course will provide employee benefits counsel, plan sponsors, and administrators guidance on the new IRS pre-examination retirement plan compliance program and procedures. The panel will discuss IRS self-correction rules and procedures, steps to take after receiving an IRS pre-examination n... Read More

This CLE course will discuss the most common errors and how to correct them under the IRS and DOL correction programs: the Employee Plan Compliance Resolution System (EPCRS) and the Voluntary Fiduciary Compliance Program (VFCP). Read More

This CLE course will provide ERISA counsel, in-house corporate counsel, and plan sponsor decisionmakers with the tools to structure and implement appropriate investment committee policies and procedures. Our multi-disciplinary panel will provide best practices for selecting and training investment c... Read More

This CLE course will prepare employee benefits counsel to represent plan fiduciaries and sponsors facing Department of Labor (DOL) investigations or lawsuits. Our experienced panel will discuss how to navigate the investigation process, offer practice pointers on working with the Employee Benefits S... Read More

This CLE course will highlight legal developments for employee benefits counsel to consider when drafting and negotiating representations, covenants, and indemnification provisions addressing employee benefit plans and executive compensation programs in the context of mergers and acquisitions. The p... Read More

This CLE course will provide employee benefits counsel an in-depth analysis of new DOL and IRS regulations for employee benefits plans impacting plan sponsors and administrators, participants, and beneficiaries. The panel will discuss recently issued DOL and IRS relief for retirement, health and wel... Read More

This CLE course will guide ERISA counsel, plan sponsors, and employers on the impact of the SECURE Act on retirement plans (including 401(k), 403(b), and defined benefit pension plans) and critical challenges for ERISA compliance. The panel will discuss key provisions of the SECURE Act and key plan... Read More

This CLE course will guide benefits counsel, advisers, and plan administrators on methods to avoid benefits and compensation pitfalls for closely held businesses. The panel will discuss the compliance and administrative challenges in offering and providing health insurance, 401(k) plans, fringe bene... Read More

This CLE course will provide counsel and compliance professionals guidance on the reporting and disclosure requirements of employee benefit plans under ERISA. The panel will examine the rules that require reporting financial and other plan information to various agencies, statutory exclusions and ex... Read More

This CLE course will offer guidance to employee benefits counsel on the complex legal and tax challenges of designing pension, health and welfare plans for inpatriates and expatriates working for multinational companies. The program will include a discussion of the new regulations on excepted health... Read More