Baden's Karyn Dzurisin Presents at IN APA Conference

Baden's Karyn Dzurisin Presents at IN APA Conference	9/9/2010

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Karyn Dzurisin,QPA, QKA, presented "Compliance Matters" at the Indiana Statewide Payroll Conference in Indianapolis on September 1, 2010. The presentation provided retirement plan compliance information of importance to payroll professionals. Karyn's presentation addressed: The impact of ERISA on employer-sponsored retirement plans Who gets a Summary Plan Description (SPD) and when? Summary of Material Modifications (SMM) Day-to-day administration DOL Form 5500 - What is it? DOL Form 5500 - When is it due? Summary Annual Report (SAR) - What does it contain? Electronic distribution of SPD, SMM and SAR The plan document Penalties for violations of ERISA Liability for breach of fiduciary duties Penalties for failure to provide requested information to participants Lawsuits to enforce plan benefits Employer's liabilities for breach of duties under the plan Penalties for failure to file required reports under ERISA Qualified Default Investment Alternatives (QDIAs) - What is acceptable? QDIAs - Notice requirements Unpaid employee deferrals constitute ERISA theft Deferral deposits/submission - Current rules Deferral deposits/submission - What if we don't meet the deadline? Baden Retirement Plan Services provides presentations at conferences and employer sites. Baden also conducts seminars for its clients and financial professionals. Please contact us to inquire about a presentation for your organization.

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