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ASPPA Webcast: Cutback the Complexity! Making Sense of the Anti-Cutback Rules

ASPPA Webcast: Cutback the Complexity! Making Sense of the Anti-Cutback Rules
Available Until July 19, 2018

Speaker: Brian Furgala, Esq., CPC, QPA, GrayRobinson, P.A.

IRS Program Number: CZTXU-Q-00716-16-O

Webcast Outline: Click here.

   

Description: 
The anti-cutback rules of IRC §411(d)(6) are very broad in their application to plan amendments but are riddled with exemptions. Ensuring compliance, particularly in merger and acquisition transactions, is also a challenge for both plan sponsors and practitioners. Defining what benefits are protected is easier said than done. This webcast runs through practical examples of when protection or exemptions arise.

Key Takeaways:
1. Find out what exactly constitutes a protected benefit
2. Apply anti-cutback rules to benefit distribution options along with numerous exceptions
3. Discover special challenges to plans during mergers and acquisitions

Registration Deadlines: 
Live: 7/19/2017
On-Demand: 7/19/2018

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker:

Brian Furgala, Esq., CPC, QPA is an employee benefits attorney with GrayRobinson, P.A. in Orlando, Florida. Leveraging his pre-law career in retirement plan administration, he uses a practical and efficient approach to help entities in the design, installation, and operation of qualified and non-qualified retirement and welfare plans. He works with clients in complying with their plan-related fiduciary duties, consulting with employers and fiduciaries on problem solving in relation to the management and operation of the plans, representing clients involved in Internal Revenue Service audits, Department of Labor investigations and ERISA litigation, drafting plan documents, and providing technical advice and consulting to service providers, accountants and actuaries.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]