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View More Qualified Plan Advisors [QPA] Webinars, Podcasts and Conferences

ERISA Attorney Talk

Qualified Plan Advisors [QPA]

July 20, 2023
Recorded Online
Webinar

Plan sponsors face a number of decisions, options, and requirements over the next several months. July’s ERISA Attorney Talk will take a closer look at several of those items, including:

  • SECURE 2.0: What changes do you need to discuss now? How does your recordkeeper impact what options you’ll have? Will lobbying groups be successful in requesting delayed effective dates for one or more provisions?
  • Form 5500 and Audit Requirements: The IRS has announced a relaxed standard for counting plan participants, which may protect some plans from the annual audit and full Form 5500 requirement. Might your plan(s) be in a position to benefit from the relaxed standard? If so, are there steps your organization should take before the end of the year?
  • Plan Loans and Corrections: These are messy. Thankfully, corrections are easier now than they’ve ever been. But it’s important to know what is and is not permissible.
  • "Decumulation” and Lifetime Income: Are your employees prepared to make their retirement savings last? To what degree has your organization begun to consider alternatives for helping with that need? Are you having the right conversations about your options?

Litigation Developments Continue. The ERISA Attorney Talk webinar will also address “recent litigation in a nutshell”, with an eye toward helping plan fiduciaries to understand what the last couple years of litigation activity means to plans of all sizes. In advance of that discussion, we want to address a recently filed lawsuit reflecting that the plaintiffs bar continues to learn from court opinions and to adapt its strategies accordingly. The filing of a lawsuit does not necessarily mean a court will find claims valid or that the defendants will face any corresponding liability. But in the aftermath of the Supreme Court’s Hughes v. Northwestern opinion, lower courts continue to carve out a pleading and argument roadmap that is likely to serve plaintiffs well.

More Information, How to Register

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