Sponsors Telephone Seminars - Training Resources
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From Lorman Education Services
Providing Investment Advice to Retirement Plan Participants Without Triggering Liability
...ce of financial literacy. Until recently, retirement plan sponsors have been constrained in the types of investment advice that can be provided to plan participants. Plan sponsors have long wanted to provide the investment advice their participants desire, but without incurring liability for advice given in good faith. This teleconference provides practical advice to human resource and benefits
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Providing Investment Advice to Retirement Plan Participants Without Triggering Liability
Pitfalls of Participant Loans in Retirement Plans
...on problem area due to their complex administration. Plan sponsors of qualified employee benefit plans need to be aware of many pitfalls to avoid tax consequences. Even worse than tax consequences is the possibility of the entire plan losing its preferred tax status. This teleconference will explain the regulations of participant loans in a plan, help you avoid the associated pitfalls and
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401(k) Plan Costs Including Recent Update on Supreme Court Rule LaRue v. DeWolff, Boberg & Associates Inc.
...ion lawsuits - an ever-expanding list of factors bombards sponsors of 401(k) plans and places companies and their management potentially in the cross hairs. From Enron, Worldcom and Sarbanes-Oxley, to the more recent massive class actions filed against Fortune 500 companies regarding 401(k) plan service fees, decision makers face increasingly tough choices and more difficult compliance
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Criminal Liabilities Under HIPAA-Who Knew You Could Go to Prison?
...health care providers and Medicare prescription drug card sponsors may be prosecuted criminally for HIPAA violations.
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nWith ID theft on the rise, prosecutors are becoming more aggressive in enforcing HIPAA laws, particularly when intent to illegally obtain patient information is involved. In addition, failing to be aware of criminal liability under HIPAA can lull health care providers into
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