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401(k) Update

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: November 19, 2009
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Trust and Estate Law, Taxation, and Tort Trial and Insurance Practice; And the American College of Employee Benefits Counsel

General Information

A 90-minute TeleConference/Live Audio Webcast
THURSDAY, November 19

1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT 

Treasury, IRS and the Department of Labor have issued a variety of 401(k) plan guidance this year. A panel of government speakers and experienced practitioners will discuss how this guidance will impact 401(k) plan sponsors and administrators. Topics to be covered include:

  • Additional flexibility for automatic contribution increases in 401(k) plans
  • Contributions of unused vacation or other leave
  • Waived minimum distributions for 2009
    • Rollover extension
    • Sample amendments
  • New safe harbor distribution notices for 401(k) and Roth 401(k) plans
  • Use of a summary prospectus in a section 404(c) plan
  • 401(k) fees:
    • Disclosing fees on Schedule C, Form 5500
    • Lessons from 401(k) fee cases
    Moderator: Connie Hiatt, Altman & Cronin, San Francisco, CA
    Panelists: George Bostick, Benefits Tax Counsel, U.S. Department of the Treasury, Washington, DC; William Evans, Attorney-Advisor, Office of Benefits Tax Counsel, U.S. Department of the Treasury, Washington, DC; Elizabeth Goodman, Senior Employee Benefits Law Specialist, Employee Benefits Security Administration, U.S. Department of Labor, Washington, DC; Lou Campagna, Chief, Division of Fiduciary Interpretations, Office of Regulations and Interpretations, Employee Benefits Security Administration, U.S. Department of Labor, Washington, DC; Michael SpencerProskauer Rose LLP, New Orleans, LA

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