What Every Attorney Wants to Know about ERISA and Retirement Plans but is Afraid to Ask

$195.00

Live Broadcast on April 27, 2017

Thanks to many changes in the retirement plan industry through government regulations and litigation, a retirement plan can be a hidden liability pitfalls for every company that sponsors one. This program will serve as a practical guide for attorneys to identify important issues for their corporate clients who have retirement plans as well as good practices for retirement plan that attorneys have on their own.

This course is co-sponsored by Wolters Kluwer.

Key topics to be discussed:

  • The basics of ERISA and qualified plan rules under the Internal Revenue Code
  • How retirement plan sponsors wear two hats: plan sponsor and fiduciary and why that can be a liability threat
  • Recent 401(k) litigation and how that impacts how a plan sponsor should exercise their fiduciary responsibility

 
Date / Time: April 27, 2017

  • 10:00 am – 12:00 pm Eastern
  • 9:00 am – 11:00 am Central
  • 8:00 am – 10:00 am Mountain
  • 7:00 am – 9:00 am Pacific

 
Choose a format:

  • Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
  • On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

 
All Access Pass: Before you buy, access this class and all other myLawCLE programs, over 120 new live classes every year, for only $69 dollars per month. Purchase the All Access Pass first. Click here for more information.

Clear

Live Broadcast on April 27, 2017

ary-rosenbaumAry Rosenbaum, Esq. is an ERISA/retirement plan attorney for his firm, The Rosenbaum Law Firm P.C.. At a flat fee, Ary helps plan sponsors reduce their plan cost, facilitate administration, and limit their fiduciary liability.

Ary has been quoted as an expert in retirement plans in Long Island Business News, PlanSponsor.com, DailyFinance.com, American Express Open Forum, Marketwatch.com, Pittsburgh Post-Gazette, the Wall Street Journal, and FiduciaryNews.com.

Ary has authored articles for 401(k) Specialist Magazine, Long Island Business News, PlanSponsor.com, that401ksite.com; and for his newsletters that he sends to clients and financial advisors nationally.

Ary has spoken before the Great Neck Rotary Club, the New York State United Teachers Member Benefits Trust, as well as a guest speaker for several plan sponsor seminars. Ary is currently an accredited provider of continuing education for New York accountants and attorneys.

Ary is a graduate of Stony Brook University (B.A., Political Science, 1994), American University Washington College of Law (J.D., 1997), and Boston University (L.LM, Taxation, 1998). Ary is licensed to practice in New York, Massachusetts, and California.

CLE Accreditation:
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Accreditation Policy
myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in states which allow for reciprocity (see reciprocity section below). Credit for CLE in a self-study format is sought for in most states; however, some states do not allow for CLE credit to be earned in a self-study format (see the self-study section below). Many states typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. Credit hours granted are subject to approval from each state.

Reciprocity
Additionally, some states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, PR, and SD. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

On-demand CLE
myLawCLE will seek on-demand approval in all states except Virginia and Arkansas (outside reciprocal provisions stated above).


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myLawCLE offers a program and credit approval guarantee. If a registered attendee is unhappy with a CLE program they have attended, myLawCLE will offer that attended access to another complimentary CLE or a full refund in order to insure the attendeeís satisfaction.

Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Section I. Introduction to ERISA and Retirement Plans

Section II. Qualified Plan Types

Section III. The Employer, Eligibility, Coverage, and Discrimination

Section IV. 401(k) Plans and the liability pitfalls associated with them

Section V. Prohibited transaction rules

Section VI. Distributions

Section VII. Fiduciary responsibility and recent litigation against plan sponsors