- NY Credits : 6.0
- TX Credits : 6.0
- CTEC Credits : Federal Tax Law - 3.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 3.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 3.0
Identify applicable ERISA and tax requirements for the design and operation of employee benefit plans.
Determine what entity is serving as the fiduciary and that entity's responsibilities for the employee benefit plan.
Identify the disclosures that employee benefit plans are required to make to their participants.
Determine what is required for proper reporting to the DOL, IRS, and PBGC.
Recognize appropriate methods for dealing with plan termination, reportable events, reversion, unrelated business income, and correcting violations.
ERISA and Tax Requirements and Fiduciary Responsibilities
Disclosures, Reporting, Termination, Unrelated Business Income, and Correcting Violations