401(k) Fee Disclosure Rules: Demystifying Trends, Developments, and Best Practices
Recording Available: Friday, September 25, 2020
Overview:
In November 2019, the Internal Revenue Service (IRS) published its adjustments on the cost of living contributions to 401(k) accounts and other pension plans. The issued changes, which became effective last January 1, 2020, enable higher retirement savings among plan participants.
However, while the published adjustments emphasize the significance of better contributions and savings, the costs of administering these are also high because of their highly regulated environment and may cause severe penalties and compliance hurdles.
In this LIVE Webcast, a seasoned panel of thought leaders and professionals brought together by The Knowledge Group will provide the audience with an in-depth analysis of 401(k) plans, its disclosure rules, and recent developments. Speakers will present important issues surrounding this significant topic including effective strategies and best compliance practices to avoid costly penalties and drawbacks.
Some of the major topics that will be covered in this course are:
- A Comprehensive Overview of 401(k) Fee Disclosure Rules
- Current Regulatory, Legislative, and Legal Trends
- 401(k) Limit Increased for 2020
- Actions to Consider
- Effective Strategies and Compliance Practices
- What Lies Ahead
Agenda:
Pepper Hamilton LLP
Who Should Attend:
- Retirement Plan Sponsors, Fiduciaries, and Participants
- Retirement Plan Practicing Lawyers
- Employee Benefits & Compensation Lawyers and Consultants
- Human Resource & Benefits Personnel
- Retirement Plan Financial Professionals
- Financial Advisers
Paul L. Porretta is a partner in Pepper Hamilton LLP’s Employee Benefits and Executive Compensation practice group, resident in its New York office.
Mr. Porretta’s practice focuses on a wide range of services related to 401(k) plans, pension plans, multiemployer plans, employee stock ownership plan (ESOPs) and ERISA issues. In addition, he has extensive experience with equity-based compensation, nonqualified deferred compensation, employment arrangements, health and welfare plans and HIPAA compliance.
Prior to joining Pepper Hamilton, Mr. Porretta was a partner with Morrison Cohen LLP and an assistant general counsel at MetLife. He started his legal career at Thelen Reid Brown Raysman & Steiner LLP.
Mr. Porretta received a B.A. from Marquette University, a M.B.A. from Fordham University, a J.D. from New York Law School and a LL.M. in Taxation from the New York University School of Law.
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
Live Webcast
Prerequisite:
General knowledge of employee retirement plans
Course Code:
148938
NY Category of CLE Credit:
Areas of Professional Practice
Total Credits:
2.0 CLE
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SPEAKER FIRM:
About Pepper Hamilton LLP
Pepper Hamilton LLP is a multi-practice law firm with more than 425 lawyers in 14 offices across the United States. The firm provides corporate, litigation and regulatory legal services to leading businesses, governmental entities, nonprofit organizations and individuals throughout the nation and the world. The firm was founded in 1890.
Website: https://www.pepperlaw.com/
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