Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Senior Actuarial Administrator

Group RHI
(TX / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
Plan Document Support Specialist

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)
Retirement Plan Relationship Advisor

Prosperity Advisors, LLC and SS&G Wealth Management
(Akron OH)
Apprentice - Financial Services and Employee Benefits

Columbia Benefits, LLC
(Englewood CO)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

Church Plans: The Retirement Benefits Are Better Than Ever

FIS Relius Education

Mar. 15, 2016
Recorded Online

Date: 3/15/2016
Start Time: 12:00 PM (ET)
Duration: 100 Min.


As part of the year-end budget deal, Congress passed a new set of rules governing church plans. These rules govern a host of issues affecting qualified and 403(b) plans. This special 60 minute web seminar will cover the new law and what it means for the church plans you work with.

Topics include:
- Church plan overview
- Transfers and mergers between qualified and 403(b) plans
- Changes to plan aggregation rules
- Investment in group trusts
- State law preemption for automatic enrollment
- Limits for defined benefit 403(b) plans

Prerequisites: There are no prerequisites or other advanced preparation for this program. The instructor will assume participants are familiar with the operation of qualified and 403(b) plans, in general, but will not assume familiarity with specific church plan rules. A minimum of two years of experience with retirement plans will be helpful.

Level: Intermediate

Instructional Delivery Method: Group Internet-Based

NASBA Field of Study: Taxes

Speaker: S. Derrin Watson, J.D.
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After attending this Web seminar, an attendee should be able to:
- Distinguish between church-controlled organizations
- List the conditions under which a church can transfer benefits between a qualified plan and a 403(b) plan
- Apply the new entity aggregation rules for churches
- List the conditions for state law preemption for church deferral arrangements

Continue by clicking on the following link:

© 2020, Inc.