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Course/Product Description
Title:

ERISA Audits: What We All Knew But Forgot

SKU:WC-1028834
Date / Time: 2/26/2018 / 1:00 pm - 2:30 pm EST
Format: Webinar
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Description:

With the ever-changing landscape for employee benefit plans, it becomes easier and easier for an employer to fall out of compliance and risk exposure. Many employers mistakenly rely exclusively on their brokers and service providers to keep them legally compliant with growing complex regulations.

When the Department of Labor or IRS comes knocking and looking to examine the benefits being offered to employees, it is important for an employer to be knowledgeable and ready.

Join Rebecca Dobbs Bush for this webinar as she prepares employers how to be audit-ready. You will learn how to discuss the goals and purpose of a DOL audit, describe the stages of an audit, review requested documents, and recognize what is being looked for. Rebecca will cover key concepts involved in employee benefit plans and the DOL Audit process.

AGENDA

Goals and Purpose of a DOL Audit

Answering the Door/Phone
  • Who Should Answer
  • How to Handle Initial Contact
  • Why You Are Being Contacted
Stages of an Audit
  • Desk Audit
  • Interviews
  • No-Action Letters
  • Management Review
Documents Requested
  • Typical Requests for Pension Plans
  • DOL Requests
  • IRS Requests
  • Typical Requests for Welfare Plans
What They Are Looking for
  • Common Issues for Pension Plans
  • Common Issues for Welfare Plans
Common Mistakes About The Presenter

Rebecca L. Dobbs Bush
  • Of Counsel with SmithAmundsen LLC
  • Selected to the Illinois Super Lawyers list of “Rising Stars” for 2013, 2014, 2015, 2016, 2017
  • Practice emphasizes all aspects of Employee Benefits & Compensation; Employment Law; Government Regulation, Audit and Compliance; Staffing Agency, Independent Contractor & Contingent Workforce; Unfair Competition Counseling and Litigation; and Wage & Hour
  • Conducts regular seminars and webinars on numerous employment and labor law topics, including employment contracts, health care reform, employee medical issues, Affordable Care Act, Department of Labor Benefits, audit and compliance, and more.
  • Author of several publications related to the areas of employment law, including SmithAmundsen's Labor & Employment Law Update, a labor and employment advisory blog; Illinois Chamber of Commerce's Chamber Dispatch, an HR advisory blog; and contributing author of the Illinois Employment Law Handbook (Illinois Chamber's most comprehensive publication and reference guide for employers in complying with Illinois and federal labor and employment law)
  • Member of American Bar Association; Kane County Bar Association; Illinois State Bar Association; Illinois Association of Defense Trial Counsel; Wisconsin State Bar Association; National Society of Human Resource Management; Prairie du Chien Chamber of Commerce; American Benefits Council
  • J.D. degree, magna cum laude, Northern Illinois University College of Law; B.S. degree, Northern Illinois University


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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