Retired Plan Compliance: It’s a New World

This session is a part of a full-day conference.

Many sponsors of retirement plans are facing new issues from the Internal Revenue Service (IRS) and the Department of Labor (DOL). These agencies are auditing more plans more closely than ever before. The DOL has been aggressive in examining all aspects of plan governance, including how plan committees make decisions, how investment policies are implemented by plan fiduciaries, and the amount of training provided to plan fiduciaries. Both the IRS and DOL have increased the number of health welfare plan audits. Plan participants have also jumped in, with an increasing number of lawsuits challenging benefits communications, the investment choices provided to them in their 401(k) plans, and denials of claims for plan benefits. The panel will discuss how plan sponsors can reduce their liability from the government agencies and plan participant threats.

Speakers

• Michelle P. Thomas, Special Counsel, Littler Mendelson
• Lisa A. Tavares, Partner, Venable, LLP

Program: 3:00 pm - 4:15 pm

Location:
Westin Annapolis Hotel
100 Westgate Circle
Annapolis, MD

Registration:
$125 Members
$200 Non-members

Questions? Call (410) 269-0642