Date: November 07, 2018 - November 08, 2018
Location: Caesars Palace Las Vegas Hotel & Casino
From the conference website:
With more than 60 top-notch sessions available—including a track focused exclusively on internal fiduciaries—you’ll quickly get up to speed on the latest technical developments and regulations for ESOP operation. Plus, you'll gain insights into managing your culture and communications so you can get the most from your ESOP.
Karen Ng moderates a breakout session on ESOP distributions: ”This practical session will cover the entire process of paying out distributions, including the required content of distribution forms; the timing of notification, consent, and payout; tax rules, including submission of withholding to the IRS; and preparation of required forms for reporting the distribution. The session will include stock distributions, installment payments, and special situations, including floor price policies, and plan terminations.
And Matthew Goedert moderates a breakout session titled “Oops, We Made A Mistake:” You found a mistake in your plan document, plan administration, or an action taken by an ERISA fiduciary. The session will discuss what voluntary IRS and DOL correction programs are available to correct mistakes and when you should use them. Specific programs include EPCRS, VCP, SCP, Audit CAP, VFCP, DFVCP, and EPVCA. The session will discuss each program and explore which one may be right for your plan.
For more information or to register, visit the ESOP Association website.