ERISA Basics Webinar Series 3: Minimum Standards for Tax-Qualified Retirement Plans [CC]

    ERISA Basics Webinar Series 3:  Minimum Standards for Tax-Qualified Retirement Plans [CC]
    CLE 90 min

    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.

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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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