Internal ERISA Audits: Getting It Right Before the Government Shows Up

Training Provided by Lorman Education Services nEmployee benefits plans are subject to a large number of requirements imposed by the Employee Retirement Income Security Act and by other laws such as the Internal Revenue Code. Failure to comply with these complex and ever-changing requirements could lead to substantial penalties or even the meltdown of the plan. This teleconference will highlight a number of these requirements and show you how you can audit your plans to ensure you comply with the rules. Keeping plans problem-free - or identifying and correcting problems that may exist - is a much better approach by an employer than waiting for a visit from a federal agency or having a participant initiate a lawsuit.

Internal ERISA Audits: Getting It Right Before the Government Shows Up Agenda

1. Overview - How ERISA Affects Your Employee Benefits Plans
2. Auditing Your Plans to Comply With ERISA
1. Reporting
2. Disclosure
3. Trust Requirement
4. Bonding
5. Claims Procedures
6. Missing Participants
3. Fiduciary Issues
1. Prohibited Transactions
2. Employee Investment Direction - 404(c)
3. Plan Loans
4. Some Tax Issues That You Need to Consider
1. COBRA
2. Wellness Programs
3. Nonqualified Deferred Compensation - 409a
4. Discriminatory Self-Insured Health Plans
5. Some Pension Protection Act Issues
1. Accelerated Vesting
2. Rollovers Expanded
3. Stock Fund Diversification
4. Joint and 75 Percent Survivor Annuity
6. Closing Remarks

About The Training Provider: Lorman Education Services

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