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ONLINE WEBINAR-Fee Disclosures...Now What? with James C. Paul, J.D., NIPA & ASPPA CEU's Available!

  • 14 Nov 2012
  • 2:00 PM - 3:00 PM (PST)
  • ONLINE WEBINAR

Registration

  • special pricing for OC Corporate Members.
  • A member of any chapter of the WP&BC in good standing.
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FEE DISCLOSURES...Now What?
 an Online Webinar
Wednesday November 14th, 2012
2pm-3pm
James C. Paul (Jim), J.D.,
NIPA & ASPPA CEU's Available!

James C. Paul (Jim), J.D., is a partner with Ferenczy + Paul LLP, an employee benefits law firm. Mr. Paul heads up the Sacramento, California office, joining with the Atlanta, Georgia office to provide clients with advice and consultation regarding qualified pension and profit sharing plans, nonqualified plans, and other benefit programsA benefits practitioner for more than twenty-four years, Mr. Paul provides practical and understandable guidance, advice, and support for employers, plan sponsors, and other clients. From 401(k) plan compliance, to executive deferred compensation, to compliance with COBRA and HIPAA privacy rules, he has done almost everything in the employee benefits arena. His experience includes counseling employers on design, compliance, and operation of qualified retirement plans, nonqualified deferred compensation plans, welfare plans, and stock based compensation plans. He also counsels employers on fiduciary issues and benefits issues in acquisitions, and has experience in pension and welfare benefits litigation, fiduciary litigation, and the operation of multi-employer/union trust funds. 
  

Mr. Paul has successfully obtained IRS approval under Voluntary Correction Programs for
  • Retroactive amendment of qualified retirement plans that were not timely amended for changes in the tax laws;
  • Retroactive amendment of qualified retirement plans to correct errors in drafting plan documents; and
  • Correction of operational errors in qualified retirement plans, including failure to vest participants in accordance with plan terms of plan and inadvertent exclusion of eligible employees. 
     
He also has particular expertise counseling Native American tribes on benefits issues and dealing with the unique issues faced by public employers under California state laws affecting employee benefits. 
  
Mr. Paul serves on the Board of Directors for the American Society of Pension Professionals and Actuaries (ASPPA) and is Co-Chair of the ASPPA Government Affairs Committee. In his role as Co-Chair, Jim periodically travels to Washington, DC to meet with IRS and DOL officials to discuss benefits issues affecting employers. He actively participates in reviewing and commenting on pending employee benefits regulations and legislation. He also currently serves on the Board of Directors for KVIE Public Television in Sacramento. In 2010, Mr. Paul's peers elected him to membership in the American College of Employee Benefits Counsel, the highest honor awarded to ERISA lawyers. 
  
Mr. Paul has also served as President of the Sacramento Chapter of the Western Pension & Benefits Conference and is a frequent speaker employee benefits issues. In addition, he has authored several articles for publications such as ASPPA's ASAP, and the Journal of Pension Benefits.

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