Available until June 1, 2023
Speaker: Kelsey Mayo, Poyner Spruill LLP
Description: This session will review the recent proposed regulations regarding relief from the one bad apple rule (or the “unified plan” rule) and examine how the regulations would apply in a variety of situations. The speaker will also address the guidance specific for Pooled Employer Plans contained in the proposed regulations.
Learning Objectives:
- Identify plans which may qualify for relief from the unified plan rule
- Apply the proposed rule to various errors that may occur in an eligible plan.
- Understand steps that must be taken to qualify for relief under the proposed rules
On-Demand Webcast is Available Until: June 1, 2023
Registration Information:
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (On-Demand): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Noncore, 1 ERPA
About the Speaker: Kelsey Mayo is a partner with Poyner Spruill LLP, a law firm based in North Carolina, and the American Retirement Association’s Director of Regulatory Policy. She has years of experience helping companies understand the most complex areas of the industry and represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guaranty Corporation. Kelsey has a particular love for qualified and non-qualified pensions—so much so that she’s now passed 5 of the exams necessary for her ASA designation. Kelsey spends her free time co-editing the Journal of Pension Benefits.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the On-Demand registration button above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your registration form(s) and credit card information to [email protected]
- Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
- Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
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: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions? Please reach out to our Customer Care team [email protected]