Available through September 16, 2016
Speaker: Robert M. Richter, Esq., APM, Vice President, SunGard Relius
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Click here to view the webcast outline!
Employees come and go, but are they eligible to enter the plan upon their rehire date? Monitoring breaks in service and determining entry dates upon rehire can create administration issues. This webcast will focus on the legal requirements as well as optional plan design provisions that impact the handling of rehired employees. These include the eligibility rules, break-in-service rules, the one-year hold rule and forfeiture/buyback rights.
- Gain an understanding of the eligibility year-of-service rules
- Determine the break-in-service rules
- Apply the knowledge, through the use of case studies, to all rehire situations
ABOUT THE SPEAKER
Robert Richter is a vice president with SunGard Relius in Jacksonville, Florida. He manages the consulting department and is instrumental in authoring and supporting SunGard Corbel's retirement plan documents. Robert is a frequent lecturer and author on matters involving qualified retirement plans and cafeteria plans. He has held numerous positions within ASPPA (President from October 2011 to October 2012) and is currently serving as Treasurer of the American Retirement Association. Robert is a member of numerous other organizations, including the Florida Bar.
REGISTRATION
Registration Deadline:
Recorded – 09/16/2016
| Individual Viewer | Additional Viewers |
| ASPPA Member:$110 | ASPPA Member:$40 |
| Non-member:$180 | Non-member:$65 |
Registration for Recorded Webcast Includes:
- Unlimited viewings of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Recordings are available 72 hours after the live webcast takes place.
Webcast Package Pricing
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Methods of Registration
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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 Non-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.
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.
QUESTIONS
Registration and General Questions
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703.516.9300
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