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Special Qualified Plan Rules for Churches and Governmental Entities


July 11, 2019
Recorded Online

Churches, church-related organizations and government entities may adopt qualified retirement plans. However, because these plans generally are exempt from Title I of ERISA and certain qualification rules, the plan documentation and administration for such plans can be significantly different from a plan of a for-profit employer.

In this 2-hour CE webcast, John Griffin, J.D., LL.M. will discuss the many special exemptions and requirement applicable to these special types of employers.

The webcast topics will include:

  • Exemptions from Title I coverage
  • Special application of the Code's qualification rules to church plans
  • Issues relating to the definition of a church plan
  • Special application of the Code's qualification rules to governmental plans
  • Issues relating to the definition of governmental plan
  • Other unique issues for church plans and governmental plans
    • Plan document issues
    • Nondiscrimination testing
    • Related employer determination
  • And more!

Presenter Info:
Industry expert and ERISA attorney, John Griffin, J.D., LL.M., has over 35 years' experience in the employee benefits field, including training and consulting with top firms in the industry.

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