FMN Taxes

FMN - 2017/December, Seg.3 - Your Fiduciary Obligations for Retirement Plan Compliance

Course Overview
Financial executives, along with their enterprises, have a fiduciary obligation to ensure that employee benefit plans are properly maintained and administered. So, what can, and what should, you be doing to lessen your potential liability? Rachel Faye Smith, a partner at Murtha Cullina LLP, evaluates how recent changes to the forms and regulations that govern annual benefit plan reporting could affect your workload and counsels you on how to diminish your potential legal responsibility for the reasonableness of plan fees.



Learning Objectives:

Upon successful completion of this segment, you should be able to:

  • Identify why employers need to locate and contact "missing" plan participants;
  • Define what the regulators mean by EPCRS and VFCP;
  • Distinguish between a 3(21) advisor and a 3(38) advisor; and
  • Explain why businesses wanted to obtain IRS determination letters.

Content Partner:

FMN online

SmartPros Ltd. is a leader in online and offline continuing education for
accounting, finance and engineering professionals. With over 2,000 hours of
content, SmartPros has been providing mandatory continuing education
products since 1981. SmartPros provides services and content to its
professional and corporate clients, in a variety of media including Web, CD
ROM, and video. In the accounting market, SmartPros also has a predominant
news and information portal which receives 200,000+ visits per month and
provides services to over 100,000 subscribers. SmartPros' customers include
50% of the Fortune 500, as well as the major firms and associations in each
of its professional markets.


Prerequisites/Advanced Preparation:

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Speaker / Author:

FMN Online
SmartPros Ltd. is a leader in online and offline continuing education for
accounting, finance and engineering professionals. With over 2,000 hours of content, SmartPros has been providing mandatory continuing education products since 1981. SmartPros provides services and content to its professional and corporate clients, in a variety of media including Web, CD-ROM, and video. In the accounting market, SmartPros also has a predominant news and information portal which receives 200,000+ visits per month and provides services to over 100,000 subscribers. SmartPros' customers include 50% of the Fortune 500, as well as the major firms and associations in each of its professional markets.

Software & Hardware Requirements:

  • 56k or Greater Internet Connection
  • Adobe Acrobat® Reader for the .pdf files
  • Adobe® Flash® Player 9 or higher
  • Modern DHTML Compatible Browser
  • Ram: 256 MB minimum
  • Sound card with speakers/headphones
  • Windows or Mac OS

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Price (USD)

Standard Rate: $69.90

Details

Course Code : FMN1234-FM

Release Date : 11/08/2017
Expire Date : 07/13/2019
Credits :
CPE 2.00
QAS 2.00

Length : 1hr 40min
Course Level : Update
Course Type : Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Taxes

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