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In-Person Program

ALI CLE Boston Groupcast: Fundamentals of Employee Benefits Law

Co-Sponsored by Massachusetts CLE

2120422P01
Wednesday, 5/16/2012, 9:00 am - 5:00 pm
MCLE Conference Center, Ten Winter Place, Boston
16 substantive credits, 1 ethics credits

Product Description

Why Attend?

Do you know:

  • The ins and outs of designing, adopting, and maintaining a Section 401(k) plan?
  • The differences between a defined benefit and a defined contribution plan, and how you can help your clients decide which is better for them?
  • Why it's critical to identify all entities that are related to your client, regardless of their form?
  • How a Roth 401(k) plan differs from a Traditional 401(k) plan, and how contributions from a Traditional 401(k) plan can now be converted into Roth contributions?
  • How to help your client keep plan loans in compliance?
  • How to determine who is a fiduciary and help your clients avoid fiduciary breaches, including those involving excessive fees?

If you don't know the answers to all of these questions, you need to attend this course!

This annual course of study, comprising more than 17 hours of instruction, familiarizes both nonspecialists, and those who would like to be specialists, with the basic laws and regulations governing employee pension and welfare benefit plans.

What You Will Learn

The course provides the perfect vehicle for lawyers, accountants, actuaries, third-party administrators, and consultants to gain a basic understanding of the rules that apply to qualified retirement plans as well as some of the special rules that apply to health and welfare plans covered by the Employee Retirement Income Security Act of 1974 (ERISA). Particular emphasis is placed on the application of the Internal Revenue Code to qualified retirement plans.

A small faculty of experienced practitioners takes the complex web that is ERISA and makes it accessible to registrants inexperienced in the area. The program makes the complexities of employee benefits compliance, administration, design, and policy understandable.

Registrants have access to the small faculty both during and between sessions as well as during the extensive question and answer sessions. In addition, a reception for registrants and faculty following the conclusion of Wednesday's program provides networking opportunities as well as a chance to speak directly with the faculty about particular legal issues.

Conference Schedule, Day One: Webcast Segment A: - Wednesday, May 16, 2012, 8:30 A.M. - 11:45 A.M.


8:30 A.M. - 9:00 A.M.

Introduction: Overview of Legislative and Regulatory Schemes
(including what is an ERISA plan)

  • Pamela D. Perdue

9:00 A.M. - 9:45 A.M.

Types of Qualified Retirement Plans
(determining what type of plan is right for a client)

  • Pamela D. Perdue

9:45 A.M. - 10:30 A.M.

Controlled and Affiliated Service Group Rules
  • Cynthia A. Van Bogaert

10:30 A.M. - 10:45 A.M.

Break

10:45 A.M. - 11:15 A.M.

Minimum Standards of Eligibility
  • Michael A. Laing

11:15 A.M. - 11:45 A.M.

Questions and Answers

11:45 P.M.

Adjournment - End of Webcast Segment A

Webcast Segment B: - Wednesday, May 16, 2012, 1:15 P.M. - 5:30 P.M.


1:15 P.M. - 1:45 P.M.

Minimum Coverage Requirements
  • Michael A. Laing

1:45 P.M. - 2:45 P.M.

Introduction to Fiduciary Responsibility Rules of ERISA
  • Pamela D. Perdue

2:45 P.M. - 3:00 P.M.

Break

3:00 P.M. - 4:00 P.M.

Nondiscrimination and Permitted Disparity
  • Brian W. Berglund

4:00 P.M. - 4:30 P.M.

Special Rules for Top-Heavy and Keogh Plans
  • Cynthia A. Van Bogaert

4:30 P.M. - 5:00 P.M.

Minimum Vesting Requirements
  • Michael A. Laing

5:00 P.M. - 5:30 P.M.

Questions and Answers

5:30 P.M.

Adjournment - End of Webcast Segment B

Day Two: Webcast Segment C - Thursday, May 17, 2012, 8:30 A.M. - 12:30 P.M.


8:30 A.M. - 8:45 A.M.

Review of First Day's Topics
  • Pamela D. Perdue

8:45 A.M. - 9:45 A.M.

Spousal Rights
  • Cynthia A. Van Bogaert

9:45 A.M. - 10:15 A.M.

Plan Loans
  • Michael A. Laing

10:15 A.M. - 10:30 A.M.

Break

10:30 A.M. - 11:15 A.M.

Taxation of Distributions and Required Minimum Distributions
  • Brian W. Berglund

11:15 A.M. - 12:00 P.M.

Reporting and Disclosure Requirements
  • Pamela D. Perdue

12:00 P.M. - 12:30 P.M.

Questions and Answers

12:30 P.M.

End of Webcast Segment C

Webcast Segment D - Thursday, May 17, 2012, 2:00 P.M. - 5:15 P.M.


2:00 P.M. - 3:00 P.M.

Section 401(k) Plans
  • Brian W. Berglund

3:00 P.M. - 3:30 P.M.

Securities Laws and ERISA
  • Brian W. Berglund

3:30 P.M. - 3:45 P.M.

Break

3:45 P.M. - 4:45 P.M.

Logistics of Plan Termination
  • Pamela D. Perdue

4:45 P.M. - 5:15 P.M.

Questions and Answers

5:15 P.M.

Adjournment - End of Webcast Segment D

Day Three: Webcast Segment E - Friday, May 18, 2012, 8:30 A.M. - 12:30 P.M.


8:30 A.M. - 8:45 A.M.

Review of Prior Day's Topics
  • Pamela D. Perdue

8:45 A.M. - 9:30 A.M.

Introduction to COBRA
  • Roberta Casper Watson

9:30 A.M. - 10:30 A.M.

Ethical Issues in Representing Employee Benefit Plans
  • Cynthia A. Van Bogaert

10:30 A.M. - 10:45 A.M.

Break

10:45 A.M. - 11:30 A.M.

HIPAA Basics (Portability and Discrimination)
  • Roberta Casper Watson

11:30 A.M. - 12:00 P.M.

Bankruptcy Laws and Employee Benefits Plans
  • Pamela D. Perdue

12:00 P.M. - 12:30 P.M.

Questions and Answers

12:30 P.M.

Adjournment - End of Webcast Segment E

Table of Contents

Speaker(s)

Fees

  • $949Tuition
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