Available Until, November 03, 2022
Speaker: Craig P. Hoffman, APM
Attorney/Senior Consultant
Nova 401(k) Associates
Atlantic Beach, Florida
Experience Level for Attendees: Intermediate
Target Audience: TPAs, CPAs, attorneys, administrators
Keywords: partial plan terminations; pandemic relief; vesting
Description: The pandemic has caused historic unemployment levels throughout the country. As a result, plan sponsors need to focus more on the potential for a partial plan termination (and full vesting of affected participants). Understanding the rules governing partial terminations, and relevant IRS guidance, are more important than ever. To complicate matters even further, the temporary relief Congress has provided overrides the normal rules. This session will cover the standards that cover partial terminations, relevant court cases and the pandemic relief Congress provided. Attendees will:
Learning Objectives
- Identify workforce reductions to which the partial termination rules apply.
- Analyze employee terminations to determine whether employer-initiated.
- Apply the temporary pandemic relief Congress has provided.
Registration Deadlines:
Live: 11/03/2021
On-Demand: 11/03/2022
CE Credit: 1 ASPPA, 1 NTSA , 1 NAPA Relevant, 1 JBEA Noncore
About the Speaker:
Craig P. Hoffman is an attorney/senior consultant with Nova 401(k) Associates in Houston, Texas. For more than 35 years, Craig’s practice has focused exclusively on federal tax and ERISA matters relating to the design, implementation, and operation of tax-qualified retirement plans. He previously served as counsel to the Trucker Huss law firm in San Francisco, Calif. Before joining Trucker Huss, Craig served 10 years as general counsel for the American Retirement Association, (ARA), a national organization of more than 20,000 members who provide actuarial, consulting, administrative, legal, investment and other professional services for qualified retirement plans and tax-sheltered annuities. Craig previously served ARA as president, a member of the Board of Directors, co-chair of the Government Affairs Committee and co-chair of the Political Action Committee. Before joining ARA, Craig served for more than 19 years as general counsel to the Relius division of SunGard, which is now part of Fidelity National Information Services, Inc. (FIS).
|
|
|
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