Qualified Plan Terminations and Partial Plan Terminations

Tuesday, October 7, 2015

Speaker: John Griffin, J.D., LL.M.; ASC Institute, LLC

Click HERE to view the webcast outline!

In this webcast, John Griffin, J.D., LL.M. discusses the recently-issued IRS resource material related to qualified plan terminations and partial plan terminations. Among the topics Mr. Griffin will discuss are: when must or may a plan sponsor terminate its qualified plan; the steps necessary to complete a plan termination; participants' rights upon plan termination; and other special plan termination issues.  In addition, Mr. Griffin will explain the IRS' position on the finding of a partial plan termination, including its controversial interpretation of the rules on participant vesting. (Please note that this webcast is not intended to be a comprehensive explanation of the specifics of defined benefit plan terminations. Mr. Griffin will discuss defined benefit plan terminations in a general manner.)

Learning Objectives:

• An understanding of when a plan sponsor may (or must) terminate a qualified plan
• An explanation of the steps a plan sponsor must take to terminate a qualified plan
• An understanding of the IRS' position on partial plan termination

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REGISTRATION

Recorded  – 10/07/2015

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• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

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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
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER

John P. Griffin, J.D., LL.M.

John P. Griffin, J.D. and LL.M. (Taxation) has over 30 years of experience in the employee benefits field. Currently, John is a Principal with the ASC Institute (ASCi). Prior to joining ASCi, John was a Principal with the pension consulting firm Global Benefit Advisors, LLC (GBA), a Vice President with Pension Publications of Denver, Inc. (PPD) and a Senior Consultant with the benefit consulting practice of Coopers & Lybrand. Before entering private consulting, John worked in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS) as a Tax Law Specialist. John also has seven years of experience with the U.S. Department of Labor.  John is a frequent lecturer and trainer in the employee benefits field.  He is an active member of the Colorado Bar.

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