Speaker: C. Frederick Reish, Esq., APM, Drinker, Biddle, Reath, LLP, Los Angeles, CA
Both the DOL and IRS have issued guidance about the allocation of expenses, demutualization proceeds and late trading and market timing recoveries. However, little attention has been paid to this guidance and to its possible application to the allocation of other amounts, for example, expense recapture accounts and revenue sharing. This program discusses both the details and principals underlying the guidance from the government agencies and applies those concepts to common 401(k) situations. The program also includes a discussion of issues related to payments from plan assets.
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Enrolled Retirement Plan Agent (ERPA)
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