Recordings

The Pension Protection Act is the most comprehensive overhaul of pension law in 30 years. Learn what these sweeping new changes mean in practical terms in one convenient CD Box Set. It’s the most complete, up-to-date, invaluable reference tool an 401(k) Pro could ask for!

IOMA’s Pension Protection Act CD Box Set conveniently combines three of our most popular programs into one collection, featuring Phased Retirement: New Pension Laws Create New Options for Employers, New 401(k) Fee Disclosure Regulations and Form 5500 Changes and Electronic Notices: Save Money & Time through New IRS Electronic Delivery Rules. .

Phased Retirement: New Pension Laws Create New Options for Employers

• Learn what older workers want in a phased retirement program—and how to bridge that gap between what you can offer and what they’d like
• Hear the best practices of plan design—what works and what doesn’t in creating a phased retirement plan
• Find out steps proactive employers are taking, as they await the release of the final regulations, to prepare a useful phased retirement program
• Hear from an employer who has set up a phased retirement program regarding the challenges and benefits of doing so
• Learn the latest phased retirement regulations under the Pension Protection Plan of 2006
• Legal issues associated with phased retirement as well as how benefits such as health insurance, life insurance, and disability coverage may be affected

New 401(k) Fee Disclosure Regulations and Form 5500 Changes

• Current litigation: understanding current fee-related cases and whether your plan fiduciaries may be at risk
• What a fiduciary’s responsibilities are when it comes to understanding and disclosing investment-related fees
• The new Fee and Expense Disclosure Statement: specifying the impact of fees, revenue sharing details, brokerage arrangements, and much more
• How to make sure your service provider selection process meets DOL new standards
• Upcoming regulations that will soon require plan sponsors to report a summary of all fees that are paid out of plan assets or by participants
• Revisions to ERISA 404(c) protection regulations
• Recommendations for revising your investment policy statement for greater protection

Electronic Notices: Save Money & Time Through New IRS Electronic Delivery Rules

• How to obtain a complete roadmap to the new use of email, Internet postings, and pre-recorded voice messages for satisfying notice and consent requirement
• Which notices and documents can and cannot be distributed electronically
• How to set up a system allowing participants to submit or change their beneficiary designations electronically
• How to correctly provide an electronic notice by E-SIGN
• Necessary paper back-ups
• Special rules that apply to electronic elections
• Statements and notices that can now be posted on your website rather than mailed
• System safeguards and electronic document retention
• How to handle electronic consents and waivers

Through this limited time offer you can order the Pension Protection Act CD Box Set for just $395, a savings of more than 50% off of the regular $825 price if purchased separately.