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Section 409A Discussion Materials
- Tax Code Section 409A: Some Things You Should Know - (Presentation)
The Standard and Scope of Review: What’s next after Met Life v. Glenn
- What’s next after MetLife v. Glenn? - (Presentation)
ERISA Plan Fee Disclosures Reporting and Disclosure: Chapter 4
- Report of Subcommittee on Reporting and Disclosure - (Materials)
- DOL and IRS Reporting and Disclosure - (Presentation)
Retirement Plan Design, Qualification and Administration: Chapter 5
- Subcommittee on Plan Design, Qualification and Administration - (Materials)
- Retirement Plan Compliance and Administration - (Presentation)
Regulation of Specialized Types of Retirement Income Plans: Chapter 6
- Regulation of Specialized Types of Retirement Income Plans - (Materials)
- Retirement Plan Compliance and Administration - (Presentation)
Welfare Plans: Technical & Statutory: Chapters 7 & 8
- Welfare Plans’ Technical and Statutory Compliance - (Materials)
- Mental Health Parity and Addiction Equity Act of 2008 - (Presentation)
- Retiree VEBAs - (Presentation)
Corporate Plan Terminations and Benefit Insurance: Chapter 9
Fiduciary Responsibility: Chapter 10
- Report of the Fiduciary Responsibility Subcommittee - (Materials)
ERISA Preemption and Effects on Other Laws: Chapter 11
- ERISA Preemption and Effect on Other Laws - (Materials)
- ERISA Plan Fee Litigation and DOL Regulatory Developments - (Materials)
Civil Practice and Procedure: Chapter 12
- Civil Practice and Procedure 2009 Midwinter Report - (Materials)
Benefit Claims and Individual Rights: Chapter 13
Welfare Plans: Benefit Claims: Chapter 14
- Liability Issues Unique to Welfare Plans - (Materials)
Employment Discrimination and Employee Benefits: Chapter 15
- Report of the Subcommittee on Employment Discrimination and Employee Benefits - (Materials)
- Report of the Subcommittee on Employment Discrimination and Employee Benefits - (Materials)
Jointly Administered Plans: Chapter 16
- Report of the Subcommittee on Jointly Administered Plans - (Materials)
- Pension Protection Act – Multiemployer Pension Plan Funding & Disclosure Issues - (Presentation)
Multi-Employer Plans/ Withdrawal Liability: Chapter 17
Collective Bargaining and Employee Benefits: Chapter 18
Criminal Law: Chapter 19
- Report of Subcommittee on Criminal Enforcement - (Materials)
Ethics: Chapter 20
- Report of the Subcommittee on Ethics - (Materials)
- Ethics Update and Quiz - (Presentation)