transcript   Transcript

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

Recorded on: Aug. 8, 2012
Running Time: 01:31:40

Full Transcript:



Transcripts of selected programs may be accessed by Privileged Members. If you are a member, please log in. If you are not a member, please consider having your firm join. Or become an Individual Member.

To access the streaming media of this presentation, please purchase the corresponding seminar segment.

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

Lecture Topics  [01:31:40]

Determination Letters/IRS and DOL Correction Programs; Reporting and Disclosure; and Research Tools  [01:31:40]

A. Determination Letters/IRS and DOL Correction Programs

  • Determination letters - application process and effect of a favorable letter
  • Internal Revenue Service and Department of Labor 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 procedures

C. Employment and Labor Laws

  • The Age Discrimination in Employment Act
  • The Americans with Disabilities Act
  • The National Labor Relations Act
  • The Fair Labor Standards Act
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
  • Selected Reporting and Disclosure Requirements for ERISA Benefit Plans
    Jeffrey Ross
  • Resources for Employee Benefits and Related Corporate Information
    Susan B. Hutches
  • Basics of ERISA Litigation (PowerPoint Slides)
    Nicholas J. Pappas

Presentation Material

  • Determination Letters/IRS and DOL Correction Programs; Reporting and Disclosure; and Research Tools
    Kenneth A. Raskin
Print Share Email
Transcript FAQ's
  • How Can I Access Transcripts?
    You must be a Member in good standing.
  • Can I access the Video?
    Yes, you can access the video if you have the Adobe Flash plugin installed. Click on the video camera icon when you mouse over each paragraph. The media will begin playback at that point.
  • Can I get CLE credit?
    Yes, you can get CLE credit by watching the full web segment and your time will be tracked in six minute intervals (like any other PLI Web Segment). Please note: CLE credit will not be granted for only reading the transcript.