Web Seminars
Legislative Update: Retirement Plans -- 3/30/2017 10:00:00 AM Pacific -- 1 hour session
Please join us for our annual Retirement Legislative Update. We will present an update on recent IRS/DOL guidance including:
  • DOL Fiduciary Rules
  • IRS Voluntary Correction Program - Update to Regulations
  • Proposed IRS Regulations Allowing Forfeitures for Fund Certain Contributions
  • Plan Document Update
  • 5500 Form Changes
  • 457(f) Proposed Regulations
  • IRS & DOL Guidance Priorities
... and other legislative or regulatory guidance. 
Legislative Update: Health & Welfare Benefit Plans -- 5/11/2017 10:00:00 AM Pacific -- 1 hour session
Please join us for our annual Health & Welfare Legislative Update. Our speakers will present an update on the following:
  • Affordable Care Act (ACA) Update
  • HSA Fiduciary Rule Update
  • 5500 Form Proposed Changes for Cafeteria Plans
  • IRS & DOL Guidance Priorities
  • Identity Theft Protection benefit taxation
... and other legislative or regulatory guidance.