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Qualified Retirement Plans: Surviving the Ever-Changing Regulatory Environment

Central Central
, , and One America Co-presenters Shelley Schumacher, Jamie Kelly and Michael Olah
Milwaukee Office and via Webinar

Program Overview:

Please join us in-person or via webinar to gain practical knowledge directly applicable to your daily employee benefits responsibilities from a panel with over 100+ years of combined experience in the "trenches." Through their extensive plan administration, legal, compliance, regulatory and investigations experience, you will hear about the new regulatory changes effective in 2019 along with perspectives on avoiding and surviving uninvited visits from the Internal Revenue Service and the Department of Labor. Actual scenarios will be used to illuminate what worked well or not so well. You will also learn how to assess when and where it makes good business sense to approach the government to formally ask for absolution and when reasonable remedial action, consistent with standards of fairness and cost-efficiency, is sufficient and appropriate.

Webinar: click here for the video.

Listen: click here for the podcast.

View: click here for the PowerPoint.