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2018 In Review – A Legislative and Regulatory Update
Date: 1/14/2019 Start Time: 12:00 PM (ET) Duration: 100 Min.

Description

2018 brought us several new developments to the retirement plan world, with more changes on the way. In this 60 minute web seminar, the presenter takes you through all that has been happening in the qualified plan world during the last year (and a little more) and explains how it impacts your practice.

Topics include:
  • Final fiduciary regulation status
  • New limits for 2019
  • MEPs and PEPs
  • Disability claims determinations
  • Changes to determination letter procedures
  • Changes to hardship distribution requirements
  • Updated VCP fees
  • Qualified Business Income/IRC §199A
  • And much more…

As always, these programs not only provide a review of the key issues, including many not discussed in other FIS web seminars, but also provide you with an opportunity to ask your questions regarding what’s happening in the retirement plan world.

Prerequisites:

There are no prerequisites for this program. The speaker will assume that attendees have a general familiarity with the design and operation of qualified plans and the requirements of ERISA, and have a minimum of one year of experience.

Level: Overview.
Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After attending the program you should be able to:

  • List the major developments affecting qualified plans in the last year
  • Explain the acceptable methods for documenting hardship distributions
  • List the major issues affecting fiduciary status under the new regulations
  • Adapt to the new IRS determination letter program procedures

How to participate

You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.

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