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401(k) Plan Fundamentals, Title IV Defined Benefit Plans, and Employer Securities in Qualified Plans

Recorded on: Aug. 8, 2012
Running Time: 02:15:35

Full Transcript:


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Taken from the Web Program ERISA: The Evolving World 2012 recorded August, 2012 in New York.

Lecture Topics  [02:15:35]

401(k) Plan Fundamentals, Title IV Defined Benefit Plans, and Employer Securities in Qualified Plans  [02:15:35]

A. 401(k) Plan Fundamentals

  • Basic design features
  • Special nondiscrimination rules
  • Special distribution rules

B. Title IV - Defined Benefit Plans: Design, Funding, the PBGC, Plan Terminations, Multiemployer Plans

  • Basics of defined benefit plans
  • Integration
  • The Pension Benefit Guaranty Corporation
  • Minimum funding requirements
  • Plan terminations
  • Multiemployer plans

C. Employer Securities in Qualified Plans

  • ESOPs
  • 401(k) plans
  • Litigation

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Title IV--Defined Benefit Plans: Design, Funding, the PBGC, Plan Terminations, Multiemployer Plans
    Bruce Cadenhead
  • Employer Securities in Qualified Plans
    Norman P. Goldberg
  • Overview of "401(k)" Plans
    Andrew L. Oringer
  • Title IV--Defined Benefit Plans: Design, Funding, the PBGC, Plan Terminations, Multiemployer Plans (PowerPoint Slides)
    Bruce Cadenhead
  • Determination Letters/IRS and DOL Correction Programs (PowerPoint Slides)
    Kenneth A. Raskin

Presentation Material

  • 401(k) Plan Fundamentals, Title IV Defined Benefit Plans, and Employer Securities in Qualified Plans
    Bruce Cadenhead
  • 401(k) Plan Fundamentals, Title IV Defined Benefit Plans, and Employer Securities in Qualified Plans
    Leonard S. Hirsh, Serena G. Simons
Speaker(s)
Bruce Cadenhead ~ Mercer
Norman P. Goldberg ~ Chief Fiduciary Officer, Evercore Trust Company, N.A.
Leonard S. Hirsh ~ Global Compliance Director, Citi Pension and Retirement Plans, CITIGROUP
Serena G. Simons ~ The Segal Company
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