This in-person program offered a rare opportunity to discuss what is changing in the world of employee benefits, how the changes impact you and what you need to do about them. Our team of leading industry professionals presented an interactive program covering:

  • IRS and DOL audits – Bruce Ashton
    The IRS and DOL are back on the streets, conducting examinations of retirement and health plans. In this segment, Bruce will discuss key issues the agencies are looking at, how to prepare for the exam and what to do once it starts.
  • 404a-5 participant disclosures – Summer Conley
    It doesn’t end on August 30 – Plan sponsors must consider their 404a-5 obligations with respect to changes, quarterly statements and the requirement to provide the statement annually.
  • Top 10 health and welfare issues– Heather Abrigo
    Given the recent historic US Supreme Court decision upholding health care reform, we will address what plan sponsors need to know as they approach open enrollment for 2013.
  • 408(b)(2)- Now what? – Fred Reish
    Unless plan committees review the disclosures they received before July 1 in the near future, they are at risk of engaging in a prohibited transaction. After that, under the fiduciary rules plan committees must study and evaluate the disclosures and make determinations about those disclosures.