Tag Archive | employee benefit plan

Webinar on 9/11: PPA Plan Restatement – Emerging Opportunities for Pre-Approved Plans

The plan document restatement process is in full force. With it comes plan design opportunities, but plan sponsors also need to be wary of potential pitfalls. Taking an interactive approach, this webinar will discuss the types of pre-approved documents plan sponsors may use as well as some options to consider adding to the plan. Some […]

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Webinar on 8/27: PPA Plan Restatement – Emerging Opportunities for Pre-Approved Plans

The plan document restatement process is in full force. With it comes plan design opportunities, but plan sponsors also need to be wary of potential pitfalls. Taking an interactive approach, this webinar will discuss the types of pre-approved documents plan sponsors may use as well as some options to consider adding to the plan. Some […]

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Webinar on 7/8: How DOL Enforcement and Recent Litigation is Impacting Your Employee Benefit Plan

This is a don’t miss course for plan administrators, CFOs and those in charge of benefits and compensation. This webinar will be full of practical information that you need to be aware of as it relates to the health and integrity of your employee benefit plan. We will review Department of Labor (DOL) enforcement actions […]

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Webinar on 6/10: How DOL Enforcement and Recent Litigation is Impacting Your Employee Benefit Plan

This is a don’t miss course for plan administrators, CFOs and those in charge of benefits and compensation. This webinar will be full of practical information that you need to be aware of as it relates to the health and integrity of your employee benefit plan. We will review Department of Labor (DOL) enforcement actions […]

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Lessons from the GreatBanc Settlement – ESOPs to Face More Scrutiny

The US Department of Labor (DOL) has intensified its scrutiny of Employee Stock Ownership Plans (ESOPs) over the last five years. In addition, the DOL has brought suit against several fiduciaries of ESOPs for issues ranging from fiduciary duty to valuation to conflicts of interest. In June 2014, The DOL and GreatBanc Trust Company reached […]

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Project Aims to Simplify Employee Benefit Plan Reporting

The Financial Accounting Standards Board (FASB) is examining options to simplify employee benefit plan (EBP) accounting standards. EBP financial reporting has historically been complex. During the 2014 fiscal year, the Employee Benefits Security Administration (EBSA) processed 26,665 applications from plan sponsors seeking to voluntarily correct mistakes in their benefit plan reporting. Prompted by the AICPA’s […]

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Understanding Your ERISA Fiduciary Responsibilities – Webcast on Oct. 21

With the ever increasing focus on plan fiduciaries by the Department of Labor, the Internal Revenue System and in the courts, it is more important than ever that plan fiduciaries understand what is required. Join us for this webcast on Tuesday, Oct. 21, as we focus on the fundamentals of fiduciary responsibility, current and proposed rulemaking regarding […]

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