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Providing services to fiduciaries, sponsors and plans presents a
confusing mix of ethical issues for practitioners. Different ethical and privilege requirements pertain to different
disciplines and cover the roles of lawyers, accountants, actuaries, ERPAs, third
party administrators and others who work with plans. Is your client the plan?
The plan sponsor? The Trustees? Maybe all three. We'll spend one of your valuable hours going over the ethical
quandaries you might face as a benefits practitioner and give you some practical advice
on how to mitigate the risks.
February 3, 2010 1:00pm EST
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"Section 414(x) was added by section 903(a) of the
Pension Protection Act of 2006, Public Law 109-280, 120 Stat. 780 (PPA ’06),
effective for plan years beginning after December 31, 2009, and amended by
section 109(c) of the Worker, Retiree, and Employer Recovery Act of 2008, Public
Law 110-458, 122 Stat. 5092 (WRERA). An eligible combined plan provides a
vehicle through which an employer can maintain both a defined contribution plan
and a defined benefit plan on a combined basis, thus reducing the administrative
burdens and costs of maintaining separate plans"
The above is a quote from Internal revenue Service 2009-71. The IRS has
offered no further guidance to date on the DB/k plan.
This Webinar will give you a current "state of the DB/k plan" view of the
law, the practice and the delivery of DB/k plans now that they are available.
In one hour you will walk away with the knowledge to discuss these plans with
clients who ask about them and install a plan if it is a right fit for your
client.
February 10, 2010 1:00pm EST
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