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:
- Identify the issues and risks that arise from having missing participants;
- Construct procedures to assist in finding missing participants; and
- 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.
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