When: May 2, 2024 9:30AM – May 2, 2024 11:30AM
Topics to include:
- Current Landscape of Employee Benefit Plan Audits and Best Practices
- Regulatory Updates
- In addition to recent regulatory updates pertaining to retirement plans, Schneider Downs will highlight guidance that has been published regarding the SECURE 2.0 Act and provide an overview of which provisions are effective in 2024 or will become effective in 2025
- Common Errors & Unintended Consequences of Compliance Failures: How to Correct and Avoid
- Schneider Downs will review common errors and how to correct and avoid them (e.g., late remittances, failure to provide an opportunity to enroll, failure to provide required disclosures/notices, failure to apply plan document definition of compensation, etc.). Further, we will highlight ways to address failed annual nondiscrimination tests through Class Exclusions, Automatic Enrollment, Safe Harbor Plan Design, etc.
- Retirement Plan Litigation and Liability Landscape
- We will provide an overview of fiduciary responsibilities and standards of care imposed under ERISA and highlight industry best practice standards to mitigate associated liability within the context of industry litigation trends
If you have any questions about the webinar or have issues registering, please contact Lindsay Sherrill at lsherrill@schneiderdowns.com.
