Virtual Event

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Feb 1 EST - Thu Feb 3 EST (in 14 days)
Location Virtual Event
Region Americas

After attending this program, you should be able to:

• Discuss the SECURE Act and other current developments that impact retirement plans
• Identify how the DOL eDisclosure regulations could impact your client service model
• Determine the appropriate correction for common plan document errors
• Explain how benefits, rights, and features testing is performed
• Recommend strategies for using after-tax contributions to better meet retirement objectives
• List many of the limits that apply to retirement plans
• Apply the law and guidance regarding lifetime income disclosures to participants
• Advise clients on how pending legislation could impact their retirement plans and participants
• Describe the various amendment and restatement deadlines that apply to retirement plans of all types
• Discuss how plans may, or may not, be impacted by partial plan terminations
• Identify the many areas in which the DOL has issued guidance over the last year
• Explain to your clients and coworkers how the panel of experts would address your real-life fact patterns

Attendees can receive up to 650 total minutes or (13) ASPPA, (13) ERPA, (13) NASBA, and (13) NIPA continuing education credit hours.

Who Should Attend:

Attorneys, actuaries, pension and compensation consultants, employee benefits and human resources professionals, CPAs, accountants, financial planners, mutual fund broker representatives, as well as agents and officers of insurance companies, bank trust officers, and third party administrators.


2022 Speakers

Ilene Ferenczy
ERISA Attorney & Thought Leader, Ferenczy Benefits Law Center

Craig Hoffman
Attorney/Senior Consultant, Nova 401(k) Associates

Dan McNamara
DBA, Fidelity National Information Services

David Schultz
Attorney, FIS Relius

S. Derrin Watson
Attorney, S. Derrin Watson

Sponsors & Partners

2022 Sponsors

• ERISApedia
• RMC Group