Final QDIA Regulations: The Wait is Over!

Presented by Kristen Zarenko, Senior Pension Law Specialist, Employee Benefits Security Administration, Department of Labor, and Stephanie Napier, Vice President and Senior Trust Counsel, Marshall & Ilsley Trust Company N.A.

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December 5, 2007 Live Show

Eastern	Central	Mountain	Pacific
2:00 pm - 3:40 pm	1:00 pm - 2:40 pm	12:00 am - 1:40 pm	11:00 am - 12:40 pm

What's the Topic?

The wait is over! On October 24, the Department of Labor published final regulations defining a qualified default investment alternative under the PPA. What conditions must be satisfied to obtain fiduciary relief for participants default investment elections? What does this mean for you? This session will review the provisions of the long-anticipated final QDIA regulations, including all conditions you must satisfy to obtain fiduciary relief for your plan default investments.

Join Kristen Zarenko, Esq., Senior Pension Law Specialist, Office of Regulations and Interpretations, Employee Benefits Security Administration, Department of Labor, and Stephanie Napier, APM, Vice President and Senior Trust Counsel at Marshall & Ilsley Trust Company N.A., in a discussion of:

• Investment alternatives that made the final QDIA cut (and transition relief for those investment alternatives that did not make the final cut)
• Procedures that plans must follow when selecting a QDIA
• Other factors to consider when choosing a QDIA
• Notices and other information that plans must send to participants
• Transfer and redemption limitations that will apply to the QDIA
• And much more!

Sign up for this important webcast today!

ASPPA Members and Continuing Education

Be a part of the seminar and earn two ASPPA continuing education credits while getting answers to your tough questions without leaving your office! Check the CE section of the website to learn how to use this program for in-house training. ASPPA will not issue any certification of attendance.

Open Registration

To register via fax, download the registration form, complete it, and fax it to ASPPA at 703.516.9308. The webcast presentation costs $175 for ASPPA members and $275 for non-members.

How Do I Participate?

Test your system's capabilities by completing the Browser Check - click on Attendee Login and use 'demo' as the Show Code, and complete the rest of the fields. If you do not pass, follow the instructions online or call 303.499.6645 for assistance. If you do pass, you are all set. The webcast recording is conducted completely via the Internet. Recordings are usually available one week after the original presentation, and are available for one year. The recording can be viewed once.

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Need More Information?

Contact ASPPA at 703.516.9300 or e-mail us at webcast@asppa.org.