Thursday, June 13, 2024 |   2:00-2:50 p.m. ET
 

Speaker: James Paul APM Shareholder/Attorney with Employee Benefits Law Group

 

Description: Missing participants can become a big headache, particularly if the DOL comes to visit. Please join us for a lively discussion about best practices to minimize your headaches while fully discharging your fiduciary duties. We will review IRS and DOL guidance and discuss ways to deal with missing participants efficiently and effectively.

 

Learning Objectives:

• Appreciate the duties owed by fiduciaries to missing participants
• Review the most recent IRS and DOL guidance on missing participants
• Discover and expand your knowledge of best practices and options for dealing with missing participants

 

Registration Links:

                        

Registration Deadline for Live Webcast: June 12, 2024

On-Demand Webcast is Available Until: June 13, 2025

Registration Information: 

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
• To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 
• CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained

Continuing Education Credit (Live):  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA,  1 JBEA Non-Core, 1 JBEA Formal, 1 ERPA, 1 PSCA Relevant Topics

Continuing Education Credit (On-Demand):  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA,  1 JBEA Non-Core, 1 ERPA, 1 PSCA Relevant Topics

Speaker Bios: 
Jim Paul is a tax and employee benefits attorney and shareholder of Employee Benefits Law Group PC. He has been providing practical and understandable guidance, advice and support to clients for more than 36 years, including employers, plan sponsors and fiduciaries who maintain and administer qualified pension and profit sharing plans, welfare plans, nonqualified plans, executive compensation and other benefit programs.

>From 401(k) plan compliance and corrections to executive compensation, due diligence and counseling employers on benefits issues in mergers and acquisitions, Jim has done almost everything in the employee benefits arena. His experience includes counseling employers on design, compliance and operation of qualified retirement plans, nonqualified deferred compensation plans, welfare plans and stock-based compensation plans. Jim also counsels clients on fiduciary issues and has experience in fiduciary litigation.

Jim received his law degree from Georgetown University Law Center, and is a member of the State Bars of California and Arizona.

Jim is a past-President of the Sacramento Chapter of the Western Pension & Benefits Council, and has served on the American Society of Pension Professionals and Actuaries (ASPPA) Leadership Council and Government Affairs Committee (Co-Chair) and is a Fellow of the American College of Employee Benefits Counsel.

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

• E-mail: Send your 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
• Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. 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. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

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? Please reach out to our Customer Care team [email protected]