Details
July 14, 2020
9:00AM - 10:15AM
FPA Central Ohio presents 401k Plan Transparency
presented by Deb Boiarsky
via Zoom
401(k) Fiduciary Best Practices and Transparency w/COVID Updates
presented by
Deb Boiarsky, an attorney practicing in ERISA and IRS compliance will identify the key fiduciary responsibilities for plan sponsors and CFP® practitioners operating in the defined contribution and defined benefits arena. Attendees will learn the current state of the fiduciary environment along with the most common fiduciary breaches including a summary of the best practices for fiduciaries. The session will also outline the requirements for employee communications, plan transparency and electronic disclosure requirements. The program concludes with recent updates in the COVID 19 world with CARES Act updates involving EBSA Disaster Relief, in-service withdrawals and plan loans.
Learning Objectives:
- Identify Fiduciary Best Practices
- Identify required communications, disclosures and new DOL electronic disclosure rules
- Identify implementation strategies and changes under the CARES Act
