CPAR Taxes

CPAR - 2019/May, Seg.03 - Retirement Plan Compliance: Your Fiduciary Obligations

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 should, you be doing to lessen your potential liability? George Kasper, a partner at Pullman & Comley LLC, evaluates recent and proposed changes to the forms and regulations that govern annual benefit plan reporting, and counsels you on diminishing your responsibility for the reasonableness of plan fees.

Learning Objectives:

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

  • Define the two ways that people are considered by ERISA to be a plan "fiduciary";
  • Explain why fiduciaries need to be concerned about the reasonableness of plan expenses and how they can satisfy their obligation;
  • Distinguish between the IRS Employee Plans Compliance Resolution System (EPCRS) and the IRS Voluntary Compliance Program (VCP); and
  • Identify why plans must be concerned about "missing participants."

Prerequisites/Advanced Preparation:

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

Speaker / Author:

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.

Price (USD)

Standard: $69.90


Course Code : CPAR1389-FM

Course Level : Update
Length : 1hr 40min
Passing Grade : 70%
Field Of Study : Taxes

Format Type : eLearning
Mobile Compatible
Course Type : Self-Study

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