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ASPPA Webcast: Missing Participants: Concerns, Considerations and Practical Steps in Finding Them

Available until July 16, 2020

Speaker:  Heather Bader-Abrigo, Counsel, Drinker Biddle & Reath LLP

Experience Level for Attendees:  Advanced

Target Audience:  TPAs, administrators, accountants and advisers

Keywords:  Missing Participants, RMD, Reasonable Search Efforts

IRS Program Number:  CZTXU-Q-01058-19-O

Description:  Missing participants is always an issue for qualified plans. Both defined benefit and defined contribution plans have to deal with the stress and risks of missing participants. Now, the Department of Labor is looking at missing participants and is aggressively focusing on this issue. So what is required? Plan Sponsors need to know what is required to find participants, what happens when missing participants become 70 1/2 and what options are available when they cannot be located.

Learning Objectives

  1. Identify the issues and risks that arise from having missing participants;
  2. Construct procedures to assist in finding missing participants; and
  3. Recognize the fiduciary duties of plan sponsors when dealing with missing participants.

OD Registration Link:  https://asppa.personifycloud.com/PersonifyEbusiness/Events/APA-Events-Calendar/Meeting-Details/productId/27812191

Registration Deadlines: 

On-Demand:  7/16/2020

CE Credit:  2 ASPPA, 2 NTSA 2 NAPA, 2 ERPA, 2 JBEA Noncore   

About the Speaker:

Heather Abrigo is a partner in the Los Angeles office of Drinker Biddle & Reath LLP.  She has extensive experience in all aspects of employee benefits, working alongside plan committees to fulfill their fiduciary duties.  Her clients come to her for assistance with qualified retirement plans as well as health and welfare issues.  Heather works with private and public sector employers, navigating their retirement plan issues as well as their health plans.  She also assists her clients in connection with Department of Labor investigations and Internal Revenue Service audits.  Her services include but are not limited to assisting plan sponsors meet their fiduciary responsibilities, reporting and disclosure matters, and drafting qualified, non-qualified and welfare benefit plan documents.  She assists various service providers in the financial services sector with their service agreements and complying with disclosure requirements under ERISA and the SEC.  She co-authored the 14th Edition of "Tools & Techniques of Employee Benefits and Retirement Planning," speaks frequently at national conferences on employee benefit issues as well as regularly contributes to various publications.

     On-Demand Registration

 

Individual Viewer

     Additional Viewers

ASPPA Member: $119.00

ASPPA Member:  $49.00

Non-member: $199

Non-member: $79.00

 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials.  Recordings are available one week after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:  To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected]

Fax:        Fax your scanned registration form(s) and credit card information to 703-516-9308.
Mail:      American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725

For express/overnight deliveries (FedEx/DHL, etc., send to:  American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA  22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions

Registration and General Questions
American Retirement Association Customer Support
703-516-9300

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