This Program will focus on the fundamental provisions of the Internal Revenue Code and the Employee Retirement Income Security Act (ERISA) which will familiarize Human Resource professionals with legal compliance obligations.
Bring the questions on your desk!
Topics to be addressed will include:
- Introduction to the basic provisions of ERISA.
- Identification of retirement and welfare benefit plans that are subject to ERISA, and the basic ERISA Form 5500, audit and annual notification requirements.
- HIPAA requirements and other data privacy considerations. The distinction between PHI for health plans and confidential employment information will be covered.
- The New Jersey SECURE Choice Act/Retire Ready Program for employers without a retirement plan.
- Common retirement plan administrative and fiduciary errors and available IRS and DOL correction programs.
- Planning opportunities for Section 401(k) and Section 403(b) retirement plans, including the use of Section 457(b) plans by tax-exempt employers to avoid the Rothification of Catch-Up Contributions.
Join us for an extremely informative discussion with:
Speaker:
Frank Palmieri
Palmieri & Eisenberg
Location
The Eisenhower
290 West Mount Pleasant Avenue
Livingston, New Jersey
1st Floor, Conference Room K
Registration
$85 for EANJ Members
$125 per person (Non-EANJ members)
Payment due in advance
**Register Now**
Session has been approved for 2.5 HRCI & SHRM Credits
Cancellation Policy - Cancellations must be received by 5:00pm ET on November 1, 2024. Refunds will not be granted for any cancellations after this time. Substitutions permitted.