SAL TRIPODI - TRI Pension Services
Your Employee Retirement Income Security Act Resource

Hawaii Seminar

TRI Pension Services will hold the 18th Annual Hawaii Seminar on November 15-17, 2017. This year, the seminar returns to the Hilton Hawaiian Village in Honolulu. The seminar is an ERISA update with a focus on "hot" pension topics and current developments. The agenda also includes topics that were requested in a survey taken of attendees at prior years' programs.

Registration will be at 12:30 pm on Wednesday, November 15th, with the seminar running from 1:00 until 5:30 p.m., and a cocktail reception immediately following. Breakfast is provided on Thursday and Friday, beginning at 8:00 a.m. Registration is subject to the cancellation terms described below.

Accommodations

If you will need hotel accomodations, you are responsible for making your own reservations. However, we have arranged a block of rooms with the Hilton Hawaiian Village. The hotel is offering a rate of $200 per night ("Resort View") or $240 per night ("Ocean View"). There also is a $15 per day resort fee, which is less than half of what the hotel normally charges. We suggest you try to book as early as possible as the number of rooms in the block are limited. If you encounter an inability to book under the room block, please contact us at 303-470-7964. We will try to get the block expanded. To make booking arrangements, use this link to book online, or call 1-800-HILTONS (mention the 3-letter code BYM). [If the link doesn't work, copy http://bit.ly/2p8odYE to your browser]

Materials

Registration includes materials. Materials for the seminar are provided ONLY in electronic format (PDF files). They will be e-mailed approximately 1 week before the seminar. Registrants may choose to bring the materials in electronic form (laptop, electronic reader, tablet) or to print out the materials. There will be power outlets available in the meeting room for those that wish to have the materials loaded on a laptop.

Agenda

2017 ERISA Update Seminar

Day One (November 15) (UE6UJ-Q-00082-17-I; 5 credit hours)

  • 12:30 p.m. to 1:00 p.m. Registration
  • 1:00 p.m. to 2:40 p.m. Day 1 of the Seminar explores 3 topics: (1) Anti-cutback rules, (2) Use of Electronic Media in Plan Administration, and (3) Lifetime Required Minimum Distributions (RMDs). The Anti-Cutback Rule discussion explores the types of benefits that are protected by the rule, what benefits, rights and features under the plan are not protected, and the consequences of failing to comply.
  • 2:40 p.m. to 2:50 p.m. Break.
  • 2:50 p.m. to 4:20 p.m. The Electronic Media discussion addresses the use of electronic media to comply with reporting and disclosure requirements, other administrative uses of electronic media, and the differences between IRS and DOL requirements,
  • 4:20 p.m. to 4:30 p.m. Break.
  • 4:30 p.m. to 5:30 p.m. The RMD discussion addresses how RMDs are calculated for a participant in a DC plan or DB plan, the elections that are available, how life expectancies are determined, fixing erros, and the consequences of noncompliance.
  • 5:30 p.m. Formal session adjourns
  • 5:30 p.m. to 7:30 p.m. Cocktail Reception.
    Enjoy some pupus while chatting with your fellow attendees.

Day Two (November 16) (UE6UJ-Q-00083-17-I; 5 credit hours)

  • 8:00 a.m. to 8:30 a.m. Breakfast
  • 8:30 a.m. to 10:10 a.m. Current Developments
    We will spend the entire second day on a review of all important current developments affecting retirement plans. The session will explore the new regulations, IRS/DOL/PBGC guidance, and court rulings from the last 12 months, with emphasis on how these current developments affect plan design, plan administration, or enforcement issues. It is anticipated that tax reform legislation will pass this year and will include pension provisions. In such case, we will include the new legislation in this session.
  • 10:10 a.m. to 10:20 a.m. Break
  • 10:20 a.m. to 11:40 a.m.Current Developments (cont.)
  • 11:40 a.m. to 11:50 a.m. Break
  • 11:50 a.m. to 1:00 p.m. Current Developments (cont)
  • 1:00 p.m. Formal session adjourns
  • 1:00 to 2:15 p.m.: On your own
  • 2:15 to 5:00 p;m. Group Hike (optional)
  • 5:00 to 7:00 p.m. Happy Hour (optional)

Day Three (November 17) (UE6UJ-Q-00082-17-I; 5 credit hours)

  • 8:00 a.m. to 8:30 a.m. Breakfast
  • 8:30 a.m. to 10:10 a.m. Day 3 will address 3 topics: (1) Death Benefit Issues, (2) Post-Death Required Minimum Distributions (RMDs), and (3) IRAs. The first session, Death Benefit Issues, includes spousal vs. nonspousal benefits, beneficiary designations, default beneficiaries, incapacited or minor beneficiaries, the difference between DC and DB plans, required disclosures relating to death benefits, and how to fix errors to protect the plan's qualification.
  • 10:10 a.m. to 10:20 a.m. Break.
  • 10:20 a.m. to 11:40 a.m. The RMD discussion incudes distribution requirements following a participant's death, including death before vs. after the required beginning date, the effect of an annuity commencing before death,differences between DB and DC plans, and how to fix errors and the consequences of late RMDs.
  • 11:40 a.m. to 11:50 a.m. Break.
  • 11:50 a.m. to 1:00 p.m. The IRA discussion will illustrate the differences between traditional and Roth IRAs, how IRAs are used in the rollover process, and satisfying RMD requirements, and advantages and disadvantages of having funds in an IRA over a qualified plan.
  • 1:00 p.m. Adjourn until next year

ERPA, ASPPA and NIPA Continuing Education Credits

The program qualifies for 15 credit-hours of continuing education for Employee Plans Retirement Agents (ERPAs), ASPPA members and NIPA members (based on 50-minute hours). TRI Pension Services is an IRS-approved continuing education provider (Provider #UE6UJ).

ERPA credits. The course provides 15 ERPA credit hours. We include Ethics credits only in even numbered years, so this year's program will NOT include Ethics credit. The ERPA course numbers are shown in the agenda above.

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, sections 10.6 and 10.9 (Circular 230), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the Enrolled Retirement Plan Agent.

For persons seeking ERPA credit, sign-in and sign-out procedures are required. A certificate of completion will be presented to ERPAs via email. ERPAs are required to provide their ERPA enrollment numbers and, if applicable their PTINs.

Cancellation Policy

For cancellations before September 1, the full amount (less $150 per person processing fee) will be refunded. For cancellations during the month of September or in the first half of October, $450 per person is deducted from the registration amount, and the balance is refunded. For cancellations after October 15, there is no refund of any portion of the registration amount. (All dates are for the calendar year in which the Seminar is held.)

 

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