401(k) Plan Roundup 2009

This Year’s Most Significant Developments

Available immediately

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.

Seminar Level


Intermediate Difficulty

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

Accessing the recorded web seminar: After you purchase a recorded web seminar, you will receive an email with access information. You and your co-workers may then view the recording as many times as you wish for 60 days. An internet connection is required to view the recording; it can be stopped and started as needed and has a table of contents for easy navigation.

Recordings are accurate as of the date presented: Our recordings are accurate as of the presentation date of the live seminar. We supplement handout materials with articles from the EBIA Weekly covering significant later developments. You must check the table of contents at your access link for updates before viewing a recorded seminar.

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