Web Seminars
Legislative Update: Retirement Plans -- 3/19/2019 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:
  • Bipartisan Budget Act Retirement Plan Provisions
  • DOL Fiduciary Rules
  • Student Loan Repayment Program
  • IRS Voluntary Correction Program
  • Plan Document Amendment Requirements
  • IRS Operational Compliance List
  • IRS & DOL Guidance Priorities
... and other legislative or regulatory guidance. 
Legislative Update: Health & Welfare Benefit Plans -- 5/21/2019 10:00 a.m. Pacific -- 1 hour session
Please join us for our annual Health & Welfare Legislative Update. Our speakers will present an update on the following:
  • Tax Reform - impact on Health & Welfare Plans
  • Affordable Care Act (ACA)
  • Health Reimbursement Account (HRA) Recent Regulatory Guidance
  • DOL Fiduciary Rules
  • IRS & DOL Guidance Priorities
... and other legislative or regulatory guidance.