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Prevent Protected Benefits "Gotchas"
- July 14, 2022
- Duration: 2 Hours
- Continuing Education Credits: 2
- Level: All Levels

Presenter: John Griffin, J.D., LL.M.
Forgetting to account for protected benefits, including "optional forms of benefit," when amending a qualified plan can cause a violation of the so-called "anti-cutback" rules. This is a common mistake made by employers and plan drafters.
In this 2-hour webcast, John P. Griffin, J.D., LL.M. discusses the following topics:
- Protecting benefits - the basic anti-cutback rule
- Accruals under defined contribution and defined benefit plans
- Optional forms of benefit and early retirement subsidies
- Regulatory exceptions to protected benefit rules
- Mergers, transfers, rollovers and terminations
- Impact of the vesting rules
- Correcting protected benefits violations
Presenter Info:
Industry expert and ERISA attorney, John Griffin, J.D., LL.M., has over 35 years' experience in the employee benefits field, including training and consulting with top firms in the industry.Qualifies for 2 hours of Continuing Education Credits for ERPA, NIPA, ASPPA, Enrolled Agent and JBEA Non-Core.
Cost:
$149 per participant
ASC clients receive a $50 discount (ASC client cost: $99 per participant)
$149 per participant
ASC clients receive a $50 discount (ASC client cost: $99 per participant)