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Employee Benefit Plans Conference 2017


EBP1704 - Title I of ERISA


May 8, 2017 1:00pm ‐ May 8, 2017 2:15pm

Standard: $49.00

Description

This session will provide an overview of ERISA that addresses issues which plan auditors, as well as plan sponsors and tax practitioners, need to be familiar to ensure plan compliance.

Attendees will:

  • Receive a brief history of ERISA and an overview of the four titles of ERISA Understand specific provisions of ERISA Title I that affect employee benefit plans Learn what auditors look for to ensure employee benefit plan compliance with ERISA
  • Walk away with techniques auditors can use to find answers to their questions regarding ERISA

Speaker(s):

  • Deborah Packer, J.D., Director, PricewaterhouseCoopers LLP
  • Thomas Swain, FSA, EA, FCA, MAAA, Principal/Consulting Actuary, BPS&M, LLC

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