Tuesday, June 16, 2021
2:00 – 2:50 p.m. ET
Speaker: Kelsey Mayo, J.D., Poyner Spruill LLP; W. Frank Porter, APA, QKA, QPA, Empower Retirement
Experience Level for Attendees: All
Target Audience: TPAs, recordkeepers, administrators, plan sponsors
Keywords: Electronic Disclosure, Safe Harbor Disclosure Rule, E-mail electronic disclosures
IRS Program Number: CZTXU-Q-01181-20-O
Description: The US Department of Labor issued final rules in April 2020 to modernize and streamline communication from plan sponsors to participants using electronic options such as e-mail and the internet. This bold move is a major jump from the 2002 regulations as most people were just beginning the use of electronic means of communication. This insightful webcast will explain the final rules (including how they differed from the 2019 proposal), how they mesh with the 2002 safe harbors, and how your plan sponsors can utilize the final rules to provide certain ERISA-required notices. We will hear both from a legal perspective as well as a recordkeeping perspective on how to implement the US Department of Labor’s streamlined electronic methods of communication. This webcast will help you understand the requirements needed to meet the safe-harbor and successful practices to communicate the retirement plans benefits to employees.
Learning Objectives
- Understand what is allowed and what is not allowed under the final disclosure rule
- What changed from the proposed rule and the RFI
- Find out when the rule goes into effect
Registration Deadlines:
Live: 06/16/2020
On-Demand: 06/16/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Nonore
About the Speaker:
Kelsey N.H. Mayo
Partner – Poyner Spruill LLP
Kelsey Mayo is a partner with Poyner Spruill LLP, a law firm based in North Carolina. Her practice is focused in the areas of Employee Benefits and Executive Compensation. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of retirement, benefit, and executive compensation arrangements. 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. As icing on the retirement-plan-geek cake, Kelsey spends her free time serving on both ASPPA and ACOPA's Government Affairs Committees and co-editing the Journal of Pension Benefits.
Frank Porter
Head, Institutional Business Development
Frank Porter is Head of Institutional Business Development for Empower Institutional. In his role, he is responsible for helping clients grow their businesses and realize their goals and objectives through the creation of tailored recordkeeping solutions. He also works with prospective clients to help them understand how Empower services and solutions can benefit them.
Frank joined the organization in 1993 and has an extensive background in retirement plan administration and consulting. He specializes in defined contribution/defined benefit plans and has considerable experience in relationship management, sales consulting, product management and development, plan design, plan implementation, compliance testing, and recordkeeping.
Frank currently serves as President-elect of the American Society of Pension Professionals and Actuaries (ASPPA). He is also a Leadership Council board member and Co-Chair of the ASPPA Government Affairs Committee as well as an author and speaker on trending topics related to retirement.
Frank holds the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators (NIPA) as well as the Qualified 40(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designations from the ASPPA.
|
|
|
Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
For more details on additional training package offerings, please contact [email protected]
Methods of Registration: 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.
Click here to download a registration form
- Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
- E-mail: E-mail your scanned 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
For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Make checks payable to the American Retirement Association
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
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
Registration and General Questions
American Retirement Association Customer Support
703-516-9300