This course provides a comprehensive introduction to the laws governing the operation and administration of employee benefit plans. We explore the Internal Revenue Code (“Code”) tax-qualification rules applicable to retirement plans, as well as those provisions of the Code which govern health and welfare arrangements, COBRA, HIPAA and other laws. The course also provides a comprehensive review of the Employee Retirement Income Security Act of 1974, including employee benefit plan reporting and disclosure, fiduciary duties and prohibited transactions, employer withdrawal liability, the defined benefit plan termination process and regulatory investigations. The course covers issues relating to deferred compensation arrangements, stock options, fringe benefits, nondiscrimination rules, employee welfare benefits plans, medical plans, life insurance and death benefits, cafeteria plans, beneficiary associations, defined contribution plans, defined benefit plans, general plan qualifications, accrued benefits, vesting, top-heavy rules, integration, funding, limitations on benefits and contributions, distributions, and benefits issues in mergers and acquisitions.

FORMAT: Interactive Flash DVD for playback on Mac or PC computers

 

REQUIRED TEXT: 

BNA

Erisa, The Law & Code Dec. 08

• To order, please call 1-800-960-1220 or e-mail bnabooks@bna.com ($85) Ask for the student discount.

REQUIRED TEXT:

Thomson West Foundation Press

Pension and Employee Benefit Law, 4th (University Casebook Series) Langbein and Wolk

ISBN-13: 9781599410432

• To order, please call 800-328-9352 or visit www.westacademic.com ($132)

INSTRUCTOR: Bonita Hatchett