Summary
The new regulations require plan sponsors of participant directed individual account plans to adhere to new disclosure requirements. In this Webinar, you will learn what you need to know to comply with the new “transparency” rules that pertain to Form 5500 Schedule C, 408(b)(2) and 404(a).
Key Learning
• Types of compensation reported on a Form 5500 Schedule C
• Disclosures required for 408(b)(2) compliance
• Disclosure obligations and reporting methods for 404(a) compliance
Speaker
Chase Tweel
J.D., LL.M., ERISA Analyst
Chase is responsible for developing, monitoring and enhancing the QP Review® and developing ERISA educational materials. Chase holds a J.D. from the University of North Carolina School of Law and an LL.M. in Taxation from Georgetown University Law Center.
