Live Web Seminar
They’re Back – the Re-Proposed Regs on Participant Investment Direction and Plan Fees
In this live web seminar, we discuss the recent proposed guidance on participant investment direction and plan fees issued pursuant to ERISA section 408(b)(2) between plan vendors and the plan, including fees being paid both directly and indirectly for those services. We compare and contrast this proposed guidance with the proposed guidance on participant investment direction and plan fees that was published on Jan. 21, 2009 and withdrawn on Nov. 20, 2009. We review the Fiduciary Adviser Disclosure Model Notice along with new ERISA Code sections 4975(d)(17), 4975(f)(8), new Internal Revenue Code section 408(b)(14), and new Labor Regs 2550.408g-1 and 2550.408g-2. Finally, we discuss Field Assistance Bulletin 2007-1 issued by the DOL. This seminar is 60 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 1 CE credit. We have also applied with the IRS for 1 ERPA CPE credit for this program.
Email any questions which you would like to have addressed during this live web seminar to seminars@qualifiedpensionconsulting.com.
General Outline of This Program:
Background of proposed guidance, including the Final Rule published on January 21, 2009 that was withdrawn on November 20, 2009
Comparison of Final Rule published on January 21, 2009 with the new proposed guidance
Overview of Section 601 of the Pension Protection Act of 2006
Discussion of new Internal Revenue Code section 408(b)(14)
Discussion of new ERISA Code section 4975(d)(17)
Discussion of new ERISA Code section 4975(f)(8)
Discussion of new Internal Revenue Code section 408(g)
Discussion of new Labor Reg. 2550.408g-1
Discussion of the Fiduciary Adviser Disclosure Model Notice
Discussion of new Labor Reg. 2550.408g-2
Discussion of Dept. of Labor Field Assistance Bulletin 2007-1
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Registration Information
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Payment can be made by check or by credit card.
Payment information can be obtained when we contact you for confirmation of your registration, or you
can pay by credit card after registering.
Cancellation Information
Registration can be cancelled for a full refund if cancellation is received by 5 days before the webinar.
Refunds will not be made if cancellation is made within 5 days of the date of the webinar.
Satisfaction Guaranteed:
If you are not completely satisfied with this live web seminar, we will provide you with a credit
toward attending another live web seminar sponsored by QPC.
Please contact us at sales@qualifiedpensionconsulting.com with your comments, suggestions, or complaints.
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