transcript   Transcript

Determination Letters/IRS and DOL Correction Programs; Reporting and Disclosure

Recorded on: Aug. 8, 2013
Running Time: 01:02:06

Full Transcript:



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Taken from the Web Program ERISA: The Evolving World 2013 recorded August, 2013 in New York.

Lecture Topics  [01:02:06]

Determination Letters/IRS and DOL Correction Programs; Reporting and Disclosure
  [01:02:06]

A. Determination Letters/IRS and DOL Correction Programs

  • Determination letters - application process and effect of a favorable letter
  • IRS and DOL voluntary correction programs
  • Special rules for master and prototype plans and volume submitter plans

B. Reporting and Disclosure

  • Annual Form 5500 reports
  • SPDs and SMMs
  • Claims Procedure
The purchase price of this segment includes the following article from the Course Handbook available online:
  • Determination Letters/IRS and DOL Correction Programs
    Kenneth A. Raskin
  • IRS Determination Letters and IRS and DOL Correction Programs (PowerPoint Slides)
    Kenneth A. Raskin
  • Selected Reporting and Disclosure Requirements for ERISA Benefit Plans
    Jeffrey Ross

Presentation Material

  • Determination Letters/IRS and DOL Correction Programs
    Kenneth A. Raskin
Speaker(s)
Kenneth A. Raskin ~ King & Spalding LLP
Jeffrey Ross ~ Fried, Frank, Harris, Shriver & Jacobson LLP
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