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Changing ERISA's Disqualified Person Criterion

 Thu, 10/18/2018 from 3:00 pm to 5:00 pm
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Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$79.00 Regular Registration
Your Price
$109.00 Regular Registration
Designed For:

*Recognize how to correctly comply with Congress’s Section 4975 impounded management and investment risk diversification policy requirements *Recognize correctly why private foundation risk diversification risk diversification policy requirements are more stringent than retirement plan risk


This webcast is an intermediate continuing education webcast. It is assumed the webcast participant has achieved the following related webcasts in advance of this webcast:*Retirement Plan Management and Investment Risk Diversification Standards*Management and Investment Risk Diversification Indices*Prohibited Transaction Chinese Walls*Problematic Self-Directed Retirement Plan Activities

The Employee Retirement Income Security Act of 1974 invested the Secretaries of Labor and Treasury with the power to change ERISA's disqualified person criterion to something less than fifty percent. The economic significance of such legislative regulatory empowerment has yet to be addressed in the retirement plan literature. This webcast fills that void. Syllabus Lesson 1.IntroductionLesson 2.The Disqualified Person CriterionLesson 3.Private Foundation LessonsLesson 4. Reducing the CriterionLesson 5.Who's Better Off Versus Worse Off Lesson 6. Forestalling Executive ActionLesson 7. Conclusion **This course is approved by the IRS. The submission of a completed request form, found under the materials tab, is required for credit.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.