14-Hour Program

See Credit Details Below

Overview

Why you should attend

A working knowledge of the Employee Retirement Income Security Act’s (ERISA) framework is crucial for lawyers, HR practitioners and other professionals in the area of employee benefits and compensation planning. Our experienced faculty of leading practitioners will discuss a broad array of topics, including the basic regulatory framework, the types of plans covered, the requirements for intended tax treatment, fiduciary responsibilities and other issues relating to the investment of plan assets, how to correct errors and the role of the benefits practitioner in the transactional setting. In addition, you will learn about recent IRS, DOL and legislative and judicial developments. The benefits practice also reaches beyond ERISA and the tax laws, and the scope of the program will extend to executive compensation and to related laws other than ERISA and the Internal Revenue Code, such as those covering employment discrimination.

What you will learn

  • Requirements and special rules applicable to different retirement plans
  • Specific rules applicable to defined benefit plans and defined contribution plans
  • Pension Benefit Guaranty Corporation (PBGC) insurance coverage
  • Distributions from qualified plans; reporting and disclosure requirements; fiduciary responsibilities and other aspects of plan investment
  • Ethical issues for the practitioner
  • Design and operation of 401(k) plans

Who should attend

  • Lawyers, human resources practitioners and other professionals in the area of employee benefits and compensation planning who need an introduction to ERISA.

Special Feature

  • Earn two hours of Ethics credit
  • Earn Continuing Professional Education credit

Credit Details