Benefit Plan End of Year To-Do List

Thursday, December 7, 2023
10:00–11:00 am CT | 11:00 am–12:00 pm ET

It’s that time of year again…time to distribute your annual notices and review plan documents and plan operations to ensure compliance with changes in law. In this webinar, we’ll discuss year-end compliance items for both retirement plans and welfare plans and preview what lies ahead in 2024.

Speakers:

  • Michelle S. Lewis, Counsel
  • Tyler Richardson, Associate

 

CLE: Hunton Andrews Kurth LLP will seek CLE credit for this program in CA, FL, GA, NC, NY, TX and VA only. Credit hours are not guaranteed and are subject to each state’s approval rules.

CPE: 1.0 credit hours (TX)

HRCI: This activity has been approved for 1 HR (General) recertification credit hours toward a PHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM: This program is valid for 1 PDC for the SHRM-CPSM or SHRM-SCPSM.