Fundamentals of Employee Benefits Law

Similar documents
Pension, Profit-Sharing, Welfare, and Other Compensation Plans

From Administrative Audit Through Litigation

Conference on Insurance and Financial Services Industry Litigation

ALI-ABA Course of Study Fundamentals of Employee Benefits Law March 5-7, 2009 Orlando, Florida TABLE OF CONTENTS

Commercial Lending and Banking Law 2009

SAVE $400 See inside for details.

Fundamentals of. Securities Law. Securities Law. The most comprehensive securities fundamentals course on the market!

Regulation D Offerings and Private Placements

PRODUCER ANNUITY SUITABILITY TRAINING REQUIREMENTS BY STATE As of September 11, 2017

Property Tax Relief in New England

IBEW Local 716 Marital status. - - Married - spousal signature required*. First name MI Last name. City State ZIP code

Request for Disbursement Vermont State Teachers Retirement System 403(b) Plan

Older consumers and student loan debt by state

The Acquisition of Regions Insurance Group. April 6, 2018

Please print using blue or black ink. Please keep a copy for your records and send completed form to the following address.

Attention; Benefits/Human Resources office - Please send completed form to our address or fax number. Questions?

THE TATITLEK CORPORATION 401(K) PLAN FINAL DISTRIBUTION FORM (907)

Representing Estate and Trust Beneficiaries and Fiduciaries 2018

COMPARISON OF ABA MODEL RULE FOR REGISTRATION OF IN-HOUSE COUNSEL WITH STATE VERSIONS

State Treatment of Social Security Treatment of Pension Income Other Income Tax Breaks Property Tax Breaks

NOTICE OF FEDERAL AND STATE TAX INFORMATION FOR PSA PLAN PAYMENTS YOUR ROLLOVER OPTIONS

Comparative Revenues and Revenue Forecasts Prepared By: Bureau of Legislative Research Fiscal Services Division State of Arkansas

The Lincoln National Life Insurance Company Term Portfolio

ehealth, Inc Fall Cost Report for Individual and Family Policyholders

THE WINDERMERE REAL ESTATE 401(k) PLAN FOR EMPLOYEES DISTRIBUTION FORM

2016 Workers compensation premium index rates

Planning Techniques for Large Estates 2018

Advanced Commercial Finance 2018:

Name of Applicant Soc Sec # _ / / Marital Status (Circle One): Single Married Divorced Widow(er) Name of Spouse Date of Birth / / Soc Sec # _ / /

Age of Insured Discount

Request for Systematic Disbursement

Fiduciary Tax Returns

IRA Distribution Form

Request for Systematic Disbursement

State Trust Fund Solvency

Distribution of Account Balance up to $5,000 under a 457 Plan

Massachusetts Budget and Policy Center

Introducing LiveHealth Online

TCJA and the States Responding to SALT Limits

Report of Termination/Request for Disbursement Plumbers Local Union No. 1 Employee 401(k) Savings Plan

Sub Plan number. area code

TECHNOLOGY & SOFTWARE TAX BENEFITS & BURDENS

Tax Breaks for Elderly Taxpayers in the States in 2016

Cost and Coverage Implications of the ACA Medicaid Expansion: National and State by State Analysis

Benefits-At-A-Glance Plan Year

Request for Disbursement

Administrative handbook Aetna Funding Advantage SM

Report of Termination/Request for Disbursement

Local Anesthesia Administration by Dental Hygienists State Chart

PLEASE NOTE: Required American Equity specific Product Training must be completed PRIOR to soliciting an Application to A

50% are at or over 48, 50% are at or under 48 years of age (median) Cancer/Tumor registrars taking the survey ranged in age from 22 to 69

Unemployment Insurance Benefit Adequacy: How many? How much? How Long?

Streamlined Sales Tax Governing Board and Business Advisory Council Update

Distribution Election for Governmental DCP 457 Plans State of Vermont Deferred Compensation Plan

IRA Distribution Request Instructions and Form

Life Insurance Company Products

Florida 1/1/2016 Workers Compensation Rate Filing

Percent of Employees Waiving Coverage 27.0% 30.6% 29.1% 23.4% 24.9%

Employee Benefit Plans of Tax-Exempt and Governmental Employers Gregory F. Jacob O Melveny & Myers LLP

SPECIAL TAX NOTICE REGARDING PLAN PAYMENTS

2016 GEHA. dental. FEDVIP Plans. let life happen. gehadental.com

Uniform Consent to Service of Process

Charles Gullickson (Penn Treaty/ANIC Task Force Chair), Richard Klipstein (NOLHGA)

Medicare Alert: Temporary Member Access

Introduction to the Individual LTC Standards of the Interstate Insurance Product Regulation Commission (IIPRC) March 2011

Just The Facts: On The Ground SIF Utilization

Benefits: Retirement. BLR 2015 Survey Series MARCH. Sponsor 2 Participant summary 3 Executive summary 4 Survey questions/data 10

DOWNLOAD OR READ : DEVELOPMENT OF THE INCOME SMOOTHING LITERATURE VOL 4 A FOCUS ON THE UNITED STATES PDF EBOOK EPUB MOBI

PRODUCTS CURRENTLY AVAILABLE FOR SALE. Marquis SP

Request for Disbursement Vermont State Teachers Retirement System 403(b) Plan

International Trust and Estate Planning

Federal Tax Reform Impact on 2019 Legislative Sessions: GILTI

Variable Universal Life Permanent Life Insurance. Flexible premiums and potential cash value

State of the Automotive Finance Market

RLI TRANSPORTATION A Division of RLI Insurance Company 2970 Clairmont Road, Suite 1000 Atlanta, GA Phone: Fax:

2018 National Electric Rate Study

Creating Your. Plan for Living /15/12

Getting Better Value for the Healthcare Dollar. National Conference of State Legislators Fall Forum November 30, 2011.

Taxing Investment Income in the States New Hampshire Fiscal Policy Institute 2 nd Annual Budget and Policy Conference Concord, NH January 23, 2015

Report to Congressional Defense Committees

Presented by: Matt Turkstra

Financial Capability Conference Ramsey Alwin, Senior Director, Economic Security October 26, 2012

Domestic violence funding reduced from $1,253,000 to $1,000,000. $53,000 to fund elder law hotline eliminated.

2017 WORKBOOK. Mandatory LTC Training

Obamacare in Pictures. Visualizing the Effects of the Patient Protection and Affordable Care Act

Medicaid in an Era of Change: Findings from the Annual Kaiser 50 State Medicaid Budget Survey

Supplemental Nutrition Assistance Program (SNAP) Preliminary Authorization of Food Purchasing and Delivery Services for the Elderly or Disabled

SCHIP: Let the Discussions Begin

Charts with Analysis: Tax Tax Type: Sales and Use Tax Topic: Cash for Clunkers Payments

2018 ADDENDUM INSTRUCTIONS

2017 Supplemental Tax Information

medicaid a n d t h e How will the Medicaid Expansion for Adults Impact Eligibility and Coverage? Key Findings in Brief

The conference is pleased to have the University of San Diego School of Law as a co-sponsor of this year s conference.

Yolanda K. Kodrzycki New England Public Policy Center Federal Reserve Bank of Boston

Who s Above the Social Security Payroll Tax Cap? BY NICOLE WOO, JANELLE JONES, AND JOHN SCHMITT*

ELITE 10 & 15. Make your money work for the long term. Fixed Indexed Annuity and Liquidity Rider

The State Tax Implications of Federal Tax Reform Legislation

36 Million Without Health Insurance in 2014; Decreases in Uninsurance Between 2013 and 2014 Varied by State

PLAN TODAY AND HELP SECURE YOUR FUTURE.

NEW ACCOUNT & CREDIT APPLICATION. SHIP TO: (If different from Bill To) How would you like to receive invoices? (Choose 1) Fax ( /Fax#)

Transcription:

The first national provider of CLE Annual ALI-ABA Course of Study Fundamentals of Employee Benefits Law Thursday-Saturday, March 5-7, 2009 Orlando (Disney s BoardWalk Inn) Live Video Webcast Do you know: Why participants in a defined benefit plan have fewer reasons to worry than their counterparts in a defined contribution plan in a turbulent stock market? The ins and outs of COBRA, HIPAA, and ERISA? How a QDIA helps a plan sponsor? This course is for lawyers, accountants, actuaries, and consultants who need to know the basic laws and regulations governing employee pension and welfare benefit plans. attend on site in Orlando (Disney s BoardWalk Inn) or by Live Video Webcast www.ali-aba.org/cp046

Fundamentals of Employee Benefits Law If you are new to employee benefits practice, or you re a general practitioner looking to expand your knowledge in this area, this annual course of study, comprising more than 17 hours of instruction, will familiarize you with the basic laws and regulations governing employee pension and welfare benefit plans. This course provides the means for lawyers, accountants, actuaries, and consultants to gain a basic knowledge of the rules that apply to both qualified and health and welfare plans covered by the Employee Retirement Income Security Act of 1974 (ERISA). The course fully examines changes resulting from the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) and the Pension Protection Act of 2006, as well as any subsequent legislation affecting plans. A small faculty of experienced practitioners takes the complex web that is ERISA and makes it accessible even to those inexperienced in the area. In addition to a comprehensive review of the basic rules of ERISA and the Internal Revenue Code, faculty members address the effects of other areas of the law, such as family and bankruptcy law, on plans. The program aims to make the complexities of employee benefits compliance, administration, design, and policy understandable. A reception for registrants and faculty following the conclusion of Thursday s program provides additional networking opportunities as well as a chance to speak directly with the faculty about particular legal issues. Time is also reserved throughout the program to address registrants questions. PLANNING CHAIR (also on faculty) Pamela D. Perdue, Summers, Compton, Wells & Hamburg, P.C., St. Louis FACULTY Brian W. Berglund, Bryan Cave LLP, St. Louis Michael A. Laing, Taft, Stettinius & Hollister LLP, Cincinnati Cynthia A. Van Bogaert, Boardman, Suhr, Curry & Field LLP, Madison, Wisconsin Roberta Casper Watson, Trenam, Kemker, Scharf, Barkin, Frye, O Neill & Mullis, P.A., Tampa ALI-ABA Staff Attorney: Amy S. Weinberg, Assistant Director, Office of Courses of Study WALT DISNEY WORLD As Disney says, Come for the meeting and then stay for the magic. Our course site hotel, the BoardWalk Inn, portrays the hustle and bustle of the bygone era of the Atlantic seaside resorts, and is located on the shores of Crescent Lake and nestled between Epcot and MGM Studios. Earn your CLE credits AND have a family vacation with our discounted group rate at the hotel, and take advantage of perks available only to those staying at and attending a meeting at a Disney property! Have fun with daytime kids programs, behind-the-scenes tours, and more! There are also specially priced Disney Meeting/Convention theme park tickets and the chance to go to the parks after hours. Disney s Magical Express provides free transportation to and from the Orlando airport to the BoardWalk Inn, as well as offering baggage handling services. For discount ticket information go to www.disneyconventionear.com/aliaba. Orders must be placed by March 4, 2009. For more information on the BoardWalk Inn and Disney Conventionears perks, go to http://disneyconventionears.disney.go.com.

Thursday, March 5, 2009 7:30 a.m. Registration WEBCAST SEGMENT A Qualified Plans; Service Group Rules; and Standards of Eligibility 8:30 a.m. Introduction: Overview of Legislative and Regulatory Schemes (including what is an ERISA plan) 9:00 a.m. Types of Qualified Retirement Plans (determining what type of plan is right for a client) 9:45 a.m. Controlled and Affiliated Service Group Rules Ms. Van Bogaert 10:30 a.m. Networking Break 10:45 a.m. Minimum Standards of Eligibility Mr. Laing 11:15 a.m. Questions and Answers 11:45 a.m. Lunch Break WEBCAST SEGMENT B Coverage; Fiduciary Rules & ERISA; Nondiscrimination and Disparity; and Spousal Rights 1:15 p.m. Minimum Coverage Requirements Mr. Laing 1:45 p.m. Introduction to Fiduciary Responsibility Rules of ERISA 2:45 p.m. Networking Break 3:00 p.m. Nondiscrimination and Permitted Disparity Mr. Berglund 4:00 p.m. Spousal Rights (including QJSA/ QPSA and QDRO) Ms. Watson 5:00 p.m. Questions and Answers 5:30 p.m. Adjournment for the Day; Networking Reception for Registrants and Faculty Friday, March 6, 2009 8:00 a.m. Networking Session WEBCAST SEGMENT C Top Heavy/Keogh Plans; Vesting, Reporting, and Disclosure Requirements; Plan Loans; and COBRA 8:30 a.m. Review of First Day s Topics 8:45 a.m. Special Rules for Top Heavy and Keogh Plans Ms. Van Bogaert 9:15 a.m. Minimum Vesting Requirements 9:45 a.m. Plan Loans Mr. Laing 10:15 a.m. Networking Break 10:30 a.m. Introduction to the Consolidated Omnibus Budget Reconciliation Act (COBRA) Ms. Watson 11:15 a.m. Reporting and Disclosure Requirements 11:45 a.m. Questions and Answers 12:15 p.m. Lunch Break WEBCAST SEGMENT D 401(k)s; Distributions; and HIPAA 1:45 p.m. Section 401(k) Plans Mr. Berglund 2:45 p.m. Taxation of Distributions and Required Minimum Distributions Mr. Berglund 3:30 p.m. Networking Break 3:45 p.m. HIPAA Basics (Portability and Discrimination) Ms. Watson 4:30 p.m. Questions and Answers 5:00 p.m. Adjournment for the Day Saturday, March 7, 2009 8:00 a.m. Networking Session WEBCAST SEGMENT E Intersection with Other Laws 8:30 a.m. Review of Second Day s Topics 8:45 a.m. Logistics of Plan Termination 9:45 a.m. Securities Laws and ERISA Mr. Berglund 10:15 a.m. Networking Break 10:30 a.m. Ethical Issues in Representing Employee Benefit Plans Ms. Van Bogaert 11:30 a.m. Bankruptcy Laws and Employee Benefits Plans 12:00 noon Questions and Answers 12:30 p.m. Adjournment Total 60-minute hours of instruction: 17.25, including one hour of ethics 20.5 hours of CPE credit in Taxation (live program and group internet based program) THE complete CLE learning and development experience! Registrants receive: access to the archived webcast after the course online access to course materials before the course ALI-ABA s highly praised, comprehensive printed course materials unparalleled networking opportunities

www.ali-aba.org/cp046 MAIL this form together with payment to ALI-ABA: REGISTRAR, ALI-ABA, 4025 Chestnut Street, Philadelphia, PA 19104-3099. Please attach names and addresses of additional registrants. FAX (215) 243-1664 Phone 1-800-CLE NEWS WEB www.ali-aba.org úú Attend this course live in Orlando, March 5-7, 2009, for only $1,149. Please enter registration(s) for the ALI-ABA Course of Study, Fundamentals of Employee Benefits Law. Tuition: $1,149. CP046 úú Attend this course live via the Internet with our video webcast for only $949 or view segments for only $299 each! Register me for the live video webcast (e-mail address required). The entire program. Tuition: $949 WAP046 Webcast Segment C. Tuition: $299 WAP046C Webcast Segment A. Tuition: $299 Webcast Segment B. Tuition: $299 WAP046A WAP046B Webcast Segment D. Tuition: $299 Webcast Segment E. Tuition: $299 WAP046D WAP046E úú G G Special Offer: Register for Fundamentals of Employee Benefits Law and receive Qualified Plans: Forms, Notices, and Supplementary Materials by Pamela Perdue for $109. CP046_BK48»» We will automatically send and invoice you for supplements unless you check this circle. GO ONLINE OR CALL TO REGISTER GROUPS OF 2 OR MORE AND SAVE! Can t attend? You don t have to miss anything! Send a DVD (video) of the program, including a complimentary mp3 CD-ROM and PDFs of the course materials, for $779. AP046V Send an audio mp3 CD-ROM of the program, including PDFs of the course materials, for $579. AP046 Send the printed course materials only, for $199. SP046 Online video and audio and searchable (PDF) course materials of this program will be available. Order Qualified Plans: Forms, Notices, and Supplementary Materials by Pamela Perdue for $129. BK48 We will automatically send and invoice you for supplements unless you check this circle. úú Tuition discounts I am a recent law school graduate (< 2 years) or retired senior lawyer (65 or older). Payment is in the amount of the stated tuition or price, minus 50%. My office is a member of ALI-ABA In-House. Payment is in the amount of the stated tuition or price, minus 15%. PA residents only, add 7% sales tax to total amount (excluding course registrations). $ Total j Check enclosed (payable to ALI-ABA) Please charge to my credit card: j AMEX j DISCOVER j MasterCard j VISA Card no.: Card expiration date: / name (please print) f i r m street address suite/floor number c i t y s t a t e z i p+4 phone (include area code) signature e-m a i l a d d r e s s (r e q u i r e d f o r webcasts a n d o n l i n e subscr iptions) k e y c o d e (f r o m l a b e l ) law practice area(s) size of firm/company year entered law practice c h a n g e o f a d d r e s s? g o t o w w w.ali-aba.org /address/ SUBSTANTIAL GROUP DISCOUNTS AVAILABLE Register 2 for this course and get all subsequent registrations at 50% off (same live course only). Significant discounts are available when two or more registrants view the webcast using one computer connection or telephone. For more information and rates, go to www.ali-aba.org/cp046 or email groupregistration@ali-aba.org.

Do you have the right forms for your clients qualified plans? for Qualified Plans: Forms, Notices, And Supplementary Materials (with FREE CD-ROM and 2008 Online Supplement) Counsel for any company with qualified plans Plan sponsors Pamela D. Perdue Plan administrators Family law attorneys dealing with plan assets Special price for registrants of this course: $109 FREE S/H 2007 softbound 308 pp. with FREE CD-ROM ISBN: 978-0-8318-0005-5 future supplements invoiced separately and may be returned without obligation Order Code BK48 HOTEL ACCOMMODATIONS / GROUP RATE Surrender to the 1940s elegance of this Atlantic City-styled Resort, set against a breezy boardwalk entertainment complex and lake. Reserve your hotel room by February 11 to take advantage of the group rate of $270 per night. You must mention this ALI-ABA course of study to qualify for this special rate. Room reservations may be made by calling or writing to Disney s BoardWalk Inn, 2101 North Epcot Resorts Boulevard, Lake Buena Vista, FL 32830; phone (407) 934-3372; FAX (407) 939-5150. Confirmations will be sent by the hotel. Please read the cancellation policy carefully. GET MANDATORY CLE AND CPE CREDIT ALI-ABA is an accredited MCLE provider in AR, AZ, CA, CO, IL, ME, MO, MS, MT, ND, NM, NV, NY, OK, PA, RI, SC, VT, WI, WV, and WY. We apply for accreditation on a course-bycourse basis in virtually all other MCLE jurisdictions, including AL, DE, FL, GA, IA, ID, IN, KS, KY, LA, MN, NC, NH, OH, OR, TN, TX, UT, VA, and WA. For this course, ALI-ABA will apply for 17.25 credits, including 1 ethics credit, in 60-minute states; and for 20.7 credits, including 1.2 ethics credits, in 50-minute states. In NY, this course is appropriate for both newly admitted and experienced attorneys. For specific information on CLE, CPE, or other professional accreditation, please e-mail the MCLE Team at TeamMCLE@ali-aba.org, go to http://www.ali-aba.org/mcle, or call 1-800-CLE-NEWS. NASBA ACCREDITATION ALI-ABA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org. For more information regarding ALI-ABAís administrative policies, such as complaint and refund, please call Customer Service at (800) CLE-NEWS. CPE credit hours for this course: 20.5 hours in Taxation (live program and group internet based program). Learning Objectives: To familiarize nonspecialists, and those who would be specialists, with the basic laws and regulations governing employee pension and welfare benefit plans. Suggested Prerequisite: Limited experience in general practice or completion of CLE/CPE Orientation Course. Level of Instruction: Basic. www.ali-aba.org/cp046 for more information about: registration cancellation breaks and refreshments requirements for persons with disabilities tuition assistance discounted airfares

also available Online CLE on-demand courses and MP3 downloads (online archive of this course free to all registrants) Digital Library course materials, articles, periodicals, books and forms Physical Library printed course materials, DVDs, and MP3 CD-ROMS CP046 Annual ALI-ABA Course of Study Fundamentals of Employee Benefits Law Thursday-Saturday, March 5-7, 2009 Orlando (Disney s BoardWalk Inn) Live Video Webcast The course materials are excellent and really fulfill their mission giving attendees the fundamentals. Overall the presenters were all very good to excellent. It is easy to see that materials have been honed and polished over time. David Murganelli, Partridge Snow & Hahn LLP, Providence, Rhode Island 17.25 hours of MCLE credit, including one hour of ethics 20.5 hours of CPE credit in Taxation (live program and group internet based program) American Law Institute-American Bar Association Continuing Professional Education 4025 Chestnut Street, Philadelphia, PA 19104-3099 NONPROFIT ORG U.S. Postage PAID ALI-ABA SUBSTANTIAL GROUP DISCOUNTS AVAILABLE for live and webcast attendance A special group rate at the Disney BoardWalk Inn and for Disney Park Ticket Packages are available for attendees. See inside for details.

2024 © financedocbox.com Privacy Policy | Terms of Service | Feedback