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).
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General Information
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Questions
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