401(k) Plan Roundup 2009
This Year’s Most Significant Developments
Available immediately and for 60 days after purchase.
The past year has brought a steady stream of developments for 401(k) plans, creating new compliance obligations and important design opportunities. How well have you kept up? Join our experts in this 90-minute web seminar as they survey the top 401(k) developments, including applicable effective dates, what’s required, what’s permitted, and how the rules affect plan design and administration for 2009 and beyond.
Originally presented on November 19, 2009.
For one registration fee ($249), you and your co-workers may view the seminar as many times as you wish for 60 days after purchase.
Seminar Level
Topics Covered
Here’s some of what was covered:
- IRS guidance on 2009 required minimum distribution (RMD) waivers
- New model rollover notices under Code § 402(f)
- Rulings on contribution of unused vacation/PTO for both ongoing and terminating employees
- DOL authorization of summary prospectuses to satisfy regulations under ERISA § 404(c)
- FTC clarification of the impact of the federal Red Flags Rule on 401(k) plans
- Proposed regulations allowing mid-year suspension or reduction of safe harbor contributions for business hardship
- Elimination of the Regulation Z “truth-in-lending” disclosures for plan loans
- Status of the FBAR (Report of Foreign Bank and Financial Accounts) filing obligation
- The new hybrid 401(k)/defined benefit plan design
Details
Speakers: Cynthia Van Bogaert and John W. Haine. Ms. Van Bogaert is an attorney and partner in the Boardman Law Firm LLP of Madison, Wisconsin. She is a Contributing Author of EBIA’s 401(k) Plans manual. Mr. Haine is an attorney and Senior Editor at EBIA. He is a Contributing Author of EBIA’s 401(k) Plans manual and Editor of EBIA’s Fringe Benefits manual.
Handouts: A handout of the seminar slides and other information is provided through download.
Viewing Details
You and your co-workers may view the seminar as many times as you wish during a 60-day viewing window.
Please respect our copyright; do not record the web seminar, share the access link, or duplicate materials. For details on our copyright policy, please visit here.
System Requirements for Recorded Web Seminars
EBIA uses WebEx technology for the seminar. You may wish to view system requirements, test your system and download any necessary WebEx software here:
http://developers.webex.com/api/jointest/
If you are not able to complete the WebEx installation, please contact WebEx technical support at (866) 863-3904.
