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Contact

Erin Faltin 
Greenbaum, Rowe, Smith & Davis LLP 
efaltin@greenbaumlaw.com 
732-476-3278 

When

Thursday, March 15, 2012
8:00 AM to 10:30 AM EST

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Where

 Woodbridge Hilton 
120 Wood Avenue South
Iselin, NJ 08830
 


 
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2012 Employee Benefits Update:
How to Avoid Common Pitfalls and Maintain Benefit Programs      in a Compliant and Cost Efficient Manner

Thursday, March 15, 2012
8:00am - 10:30am

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In today's world of increased transparency regarding the operations of qualified retirement plans, plan fiduciaries are being held to a higher standard than ever before.

Our presentation will address best practice methods for ensuring compliance with several recent developments under ERISA and Section 409A of the Internal Revenue Code, which can impact all employers.

Learn how your business can maintain legally compliant benefit arrangements and avoid costly mistakes - and learn how to manage and fix problems which may arise if the rules are inadvertently broken…without breaking the bank.

The following issues will be presented:

IRC Section 409A

  • An overview of the basics
  • What type of arrangements does Section 409A apply to?
  • How to easily comply with Section 409A
  • The application of Section 409A and relevant accounting rules to nonqualified and equity-based compensation arrangements
  • Strategies for handling a violation
 ERISA Fiduciary Issues
  • Who are considered plan fiduciaries and why is this important?
  • Qualified plan fee disclosure - recent developments and their relevance to fiduciaries
  • The application of fiduciary rules to qualified and nonqualified retirement plans, and health and welfare arrangements
  • Common plan deficiencies and corrective or preventative actions
Hot Topics in the Courts
  • Fiduciary litigation
  • Stock drop cases
  • Multiemployer plan withdrawal liability
  • COBRA litigation

 

Speakers:

Thomas C. Senter, Esq.         David R. Dacey, CPA

Thomas C. Senter, Esq.
Chair
Employee Benefits Practice Group
Greenbaum, Rowe, Smith & Davis LLP

       

David R. Dacey, CPA
Practice Leader
Employee Benefit Plan Services Group
WithumSmith+Brown, PC

 

Thursday, March 15, 2012
8:00 a.m. to 10:30 a.m. (
8 to 8:30 registration and continental breakfast)
Woodbridge Hilton
120 Wood Avenue South, Iselin, NJ 08830