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ERISA Compliance & Surviving DOL Audit TASC Confidentiality This Seminar and all materials presented are the property of TASC. No part of this seminar or any of the materials…

Cross-Trading by ERISA Plan ManagersFinal Report Tel: 901-678-4662 Fax: 901-678-3006 Email: [email protected] Cross-Trading by ERISA Plan Managers Executive Summary ERISA

1 ERISA & DOL Audits • Flexible Spending Account (FSA) • Health Savings Account (HSA) • Health Reimbursement Arrangement (HRA) • Premium Only Plan (POP) • Transportation…

Slide 1 ERISA Compliance & Surviving DOL Audit Slide 2 TASC Confidentiality This Seminar and all materials presented are the property of TASC. No part of this seminar…

NCACPA EBP Conference May 7, 2014 ERISA, DOL, and AICPA Audit Quality Initiatives 1 Ian MacKay, CPA Director EBPAQC American Institute of CPAs® Employee Benefit Plan Audit…

ERISA Compliance Benefits Resource Group TASC Confidentiality • This Seminar and all materials presented are the property of TASC. No part of this seminar or any of the…

PowerPoint Presentation DOL Audit Survival Live Webinar December 8, 2016 INTRODUCTION Maryalice Nazaretian, Managing Director of Employee Benefits PRESENTATION Stacy Barrow,…

The opinions expressed in this presentation are those of the speaker The International Foundation disclaims responsibility for views expressed and statements made by the…

Wage and Hour DOL Audits: Surviving Heightened Scrutiny on Pay Practices Preparing for Investigations of Minimum Wage OT Hours Worked and Misclassification Leveraging Settlement…

MEWAs Multiple Employer Welfare Arrangements under the Employee Retirement Income Security Act ERISA: A Guide to Federal and State Regulation US Department of Labor Employee…

benefits magazine may 201238 ERISA plans need to be especially careful to review proposed contracts with service providers and to include contract terms that will be important…

The New DOL Fiduciary Rule: Impact on Mutual Fund Distribution A legal update from Dechert August 2016 The New DOL Fiduciary Rule: Impact on Mutual Fund Distribution The…

The audio portion of the conference may be accessed via the telephone or by using your computer's speakers. Please refer to the instructions emailed to registrants for

Click to add title Surviving a Department of Labor (DOL) Audit Simplifying Insurance Insurance | Employee Benefits | Risk Management | Financial Strategies simplifying Insurance…

Department of the Treasury Department of Labor Pension Benefit Internal Revenue Service Employee Benefits Guaranty Corporation Security Administration 22200018 Instructions…

The opinions expressed in this presentation are those of the speaker. The International Foundation disclaims responsibility for views expressed and statements made by the program speakers.…

Slide 1 South Atlanta Association of Health Underwriters Annual Symposium Presentation ~ DOL & ERISA Audits Employers be aware and be ready … What is the Agents role…

Slide 1 DOL/ERISA Issues an Investment Advisory Perspective David C. Franceski, Jr., Esquire Stradley Ronon Stevens & Young, LLP William P. Simon, Jr. Managing Director,…

Slide 1Corporate Compliance and The U.S. Department of Labor How to Bulletproof Your Company From DOL and Participant Initiated ERISA Liability Jay Van Heyde, Esq. Dean,…