What ERISA Fiduciaries, Litigators and Planners Need to Know About Settlements and Corrections

A 90-minute TeleConference/Live Audio Webcast

October 12, 2004

1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT

Learn inside tips for defending and correcting benefit plans.  See how settlements and corrections should be done.  Hear about Department of Labor correction guidance and upcoming changes from a Department of Labor representative and practitioners in the field.  An IRS representative and practitioners will talk about EPCRS “best practices.”

TOPICS:

What are litigation settlements teaching fiduciaries?

Why is there a class exemption for settlements? 

Who is doing a correction, and is it your client?

Why are "corrective contributions" not what they seem?

What should you be telling clients about IRS required corrections?

What improvements are coming in the voluntary correction program?

MODERATOR:

T. David Cowart, Jenkens & Gilchrist, Dallas, TX

SPEAKERS:

Nell Hennessy, President, Fiduciary Counselors Inc., Washington, DC

David Mustone, Hunton & Williams, McLean, VA

Andrea Selvaggio, Class Exemptions Team Leader, U.S. Department of Labor, Washington, DC

Joyce Kahn, Manager, EP Voluntary Compliance Branch, Internal Revenue Service, Washington, DC