Please join us for our next Chapter Meeting - 

Year-End Planning for Benefit Professionals

with
Marcia Wagner
Founder of
The Wagner Law Group

Mark your calendars -
Wednesday, Nov. 30th  |  11 am - 1 pm PST / 2 pm - 4 pm EST |  Webinar Format

TOPIC DETAIL

This important presentation will focus on two critical components: 

(1) Proper treatment of 2022 calendar plan year items, including:

• Execution of required amendments,
• Correction of 2021 ADP and ACP violations that were not corrected earlier in 2022,
• Timely distribution of various 401(k) plan notices for the 2023 plan year,
• The proper calculation of 2022 required minimum distributions, and
• Forfeitures.

(2) Recommended actions for the 2023 calendar plan year, including:

• Updating SPDS,
• Advising participants regarding their designation of beneficiary forms,
• Reviewing and updating - if necessary - a plan’s investment policy statement,
• A plan administrator’s responsibility for obtaining the proper certification for an ERISA Section 103(a)(3)(C) audit,
• The new DOL guidance on independent qualified plan accountants,
• Automatic cash-outs,
• ERISA’s bonding requirements,
• Best practices with respect to avoiding missing participant issues, and
• The DOL’s guidance on cybersecurity and the response of plan sponsors and service providers with respect to this guidance.

ABOUT THE PRESENTER

MARCIA S. WAGNER
Founder
The Wagner Law Group

Marcia S. Wagner is the founder of The Wagner Law Group, one of the nation’s largest and most highly regarded law firms specializing in ERISA, employee benefits and executive compensation, and has practiced employee benefits law for 35 years.

Ms. Wagner graduated summa cum laude from Cornell University, in the top 5% of all foreign students from the London School of Economics and from Harvard Law School. 

Ms. Wagner is an authority on qualified and non-qualified plans, fiduciary issues, deferred compensation, and welfare benefit arrangements, with experience in plan design and drafting, compliance, tax planning and consultation on all aspects of ERISA and the Internal Revenue Code.

Ms. Wagner also serves as an expert witness in ERISA litigation. Ms. Wagner has written hundreds of articles and 24 books.  She is a highly sought after lecturer, is widely quoted in financial journals and has been a guest on Fox, CNN, Bloomberg, and NBC.

CONTINUING EDUCATION
2 CE or 2 Hours each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP
• JBEA
• MCLE for California attorneys
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA
  
  

Sacramento Chapter Members:  Free
Non-Member:  $40

NOT A MEMBER YET?  Find out how to join!

Special thanks to our generous Chapter Sponsors!