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ERISA Survey of Federal Circuits, 2020 Edition
ERISA Basics Webinar Series 3: Minimum Standards for Tax-Qualified Retirement Plans [CC]
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ERISA Basics Webinar Series 3: Minimum Standards for Tax-Qualified Retirement Plans [CC]
The Internal Revenue Code requires that a retirement plan meet minimum standards to be qualified in order for employers and employees to receive tax benefits related to participation in employee benefit plans. This webinar will address those standards and will outline the complicated rules with which employers must comply to establish a tax qualified plan. It also will provide an opportunity to delve deeper into the qualification standards for retirement plans and to explore issues related to compliance with these standards.
Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
Substantive Law
Status:
Available for credit
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
2.00 total credit hours including
-
General
Status:
Approved
2.00 credit hours
Available until:
12/31/2022
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2021
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
12/15/2021
1.50 total credit hours including
-
General
Status:
Applied for
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2025
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2022
1.60 total credit hours including
-
General
Status:
Applied for
1.60 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2023
1.58 total credit hours including
-
General
Status:
Self apply
1.58 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2022
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2023
1.90 total credit hours including
-
General
Status:
Self apply
1.90 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/16/2022
1.60 total credit hours including
-
General
Status:
Applied for
1.60 credit hours
Available until:
06/15/2023
1.90 total credit hours including
-
General
Status:
Available for credit
1.90 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2022
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.58 total credit hours including
-
General
Status:
Available for credit
1.58 credit hours
Available until:
12/31/2024
1.90 total credit hours including
-
General
Status:
Reciprocity
1.90 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
Areas of Professional Practice
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2021
2.00 total credit hours including
-
General
Status:
Approved
2.00 credit hours
Available until:
06/15/2024
1.50 total credit hours including
-
Substantive
Status:
Available for credit
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Applied for
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2022
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/16/2022
1.50 total credit hours including
-
General
Status:
Available for credit
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2023
1.58 total credit hours including
-
General
Status:
Approved
1.58 credit hours
Available until:
06/11/2022
1.50 total credit hours including
-
General
Status:
Applied for
1.50 credit hours
Available until:
06/15/2022
1.50 total credit hours including
-
General
Status:
Applied for
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
12/31/2024
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
10/31/2021
1.50 total credit hours including
-
Law & Legal Procedure
Status:
Applied for
1.50 credit hours
Available until:
06/15/2025
1.90 total credit hours including
-
General
Status:
Applied for
1.90 credit hours
Available until:
06/15/2023
1.50 total credit hours including
-
General
Status:
Approved
1.50 credit hours
Available until:
06/15/2021
1.50 total credit hours including
-
General
Status:
Self apply
1.50 credit hours
Available until:
06/15/2023
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Closed Captioned. In the Part I, the focus will be types of plans and plan formulas, definition of employee, calculating service, participation and coverage, minimum coverage testing, vesting, forfeitures, plan loans, IRS determination process, and defined contribution nondiscrimination testing rules.
In the Part II, the focus will be benefit accrual rules, benefit limitations, defined benefit nondiscrimination testing rules, minimum funding rules, timing of benefit payments, forms of benefit payments and taxation of benefits.
Panelists:
Sharon M. Goodman, Slevin & Hart, PC, Washington, DC
Al Holifield, Holifield, Janich & Ferrera, PLLC, Knoxville, TN
Product Details
Panelists
Al Holifield Jr, Sharon McNeilly Goodman
Sponsors
American College of Employee Benefits Counsel, Business Law Section, Joint Committee On Employee Benefits, Section of Labor and Employment Law, Section of Real Property, Trust and Estate Law, Section of Taxation, Tort Trial and Insurance Practice Section
Product Code
EB061520EBWEB3OLC
Duration
95
Publication Date
6/16/2020 12:00:00 AM
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