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8:30 A.M.Registration Open for Live In-Person Attendees
8:45 A.M.Login Time Open for Webcast Attendees
8:55 A.M.Welcome and Introduction to Program Philip J. Gutwein II, Program Chair
9:00 A.M. A.The “Top Ten” List of Benefits Issues that Will Bite Unwary Clients Thomas P. Stafford, Philip J. Gutwein II 1.Reporting – failure to file 5500 – penalty 2.Disclosure – failure to respond to document requests – penalty 3.Claims – failure to comply with claims regs – deemed denial 4.QDROs – pulled into court 5.COBRA 6.Life insurance conversion notices – liability for benefit 7.Beneficiary designations – pulled into court 8.Deviating from plans terms – loss of discretion; loss of coverage byinsurer/stop loss carrier 9.Blowing off multiemployer plan audits – 515 liability 10.Withdrawal liability–successor; upon sale; with acquisition; etc.
10:45 A.M. C.Exec Comp/409A Basics Gayle L. Skolnik D.IRS/DOL Priorities: Emily A. Kile-Maxwell, Alexander L. Mounts 1.Parity 2.Missing participants 3.RMDs 4.ESOPs
12:15 P.M.Adjourn
To receive CLE credit for an ICLEF On-Demand or a LIVE WEBCAST seminar, you must watch the program in its entirety. ICLEF is unable to award partial CLE credit for viewing ICLEF On-Demand or LIVE WEBCAST seminars. You will have 30 days from the date-of-purchase to complete your ICLEF distance learning seminar. If you are unable to complete the LIVE WEBCAST seminar on the scheduled date of the seminar, ICLEF will place a copy of the ON DEMAND version of the program in your ICLEF Online Account three (3) to five (5) business days after the LIVE WEBCAST concludes. Please call or email ICLEF should you have further questions (317) 637-9102 oriclef@iclef.org
3 CLE
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