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Retirement Planning in 2012 for Employees of Tax-Exempt Entities
   LIVE Webcast  


Event Details:                                                                                                                                                          

Retirement Planning in 2012 For Employees of Tax-Exempt Entities LIVE Webcast will help tax-exempt entities and their advisors in having a complete understanding of the various available retirement plan options for employees.

In a two-hour live webcast, our experts will provide valuable information regarding the significant issues in the mix including:

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 124267
Recording Fee: $299 (Please click here for details)


Featured Speakers for Retirement Planning in 2012 for Employees of Tax-Exempt Entities LIVE Webcast :

Agenda  (click here to view more.)

Louis R. Richey, J.D., Senior Vice President, Retirement Division,
McCamish Systems, LLC

  • 1) An overview discussion of the current popular pre-tax and after-tax alternative nonqualified retirement plan techniques available to tax exempts for their employees, especially highly compensated employees, including “eligible” and “ineligible” nonqualified plans under Code Sections 457 and 409A; bonus life insurance or annuity plans; split dollar life insurance plans and other miscellaneous techniques. Note: There would be a deeper discussion on 457(f) ineligible plans if the IRS should release prior to the webinar its proposed regulations clarifying use of 457(f) plans after 409A.
  • 2) A consultant style matrix comparison and discussion highlighting the primary features, similarities, differences, advantages and disadvantages between these pre-tax and after-tax plan types from the:
    • A. Employer’s perspective; and
    • B. Participant’s perspective.
  • 3) A discussion of the practical factors, considerations and issues in selecting the “optimum” alternative retirement plan technique, or combination of techniques, in 2012.

Patricia L. Beaty, Partner,
Krieg DeVault LLP
  • 1) Overview of the qualification requirements of 403(b) plans which will include background and perhaps a chart comparing 403(b) plans to 401(k) plans.
  • 2) Current challenges facing 403(b) plan sponsors due to recent legislative changes.
  • 3) Best practices for 403(b) sponsors to assist with compliance.

Robert J. Hopkins, JD, CLU, ChFC, CFP®, Corporate Senior Counsel,
  • 1) Add several practical examples to walk through #2 and #3 of Lou Richey’s suggested talking points.
  • 2) Popular funding assets used in 457(f) plans and security devices:
    • • Life insurance
    • • Annuities
    • • Mutual funds
    • • Rabbi trusts
  • 3) Complications and potential traps created by 409A and substantial risks of forfeitures.
  • 4) Potential ERISA compliance issues encountered by tax-exempt entities.

McCamish Systems, LLC
Louis R. Richey, J.D.
Senior Vice President, Retirement Division
speaker bio »»

Krieg DeVault LLP
Patricia L. Beaty
speaker bio »»

Robert J. Hopkins, JD, CLU, ChFC, CFP®
Senior Corporate Attorney
speaker bio »»

Who Should Attend?

- Plan Sponsors & Fiduciaries
- Retirement Plan Practicing Lawyers
- Employee Benefits & Compensation Lawyers and Consultants
- Payroll and Benefits Administrators
- Human Resource & Benefits Personnel
- Retirement Plan Financial Professionals
- Retirement Plan Sponsors
- Tax-Exempt Organizations

Why Attend?

This is a must attend event for tax-exempt employees and advisers, plan sponsors and fiduciaries interested who want to learn retirement planning strategies for 2012.
- Detailed guidance explained by the most qualified key leaders & experts
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Advanced registration is recommended as space is limited. Enroll in this course today by clicking the “Register” button below. Deep discounts await early registrants!

Registration Information:                                                                                                                                    

Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.





















Retirement Planning in 2012 for Employees of Tax-Exempt Entities
LIVE Webcast

Event Sponsors:

McCamish Systems LLC, located in Atlanta, Georgia, is the Life Insurance & Retirement Services subsidiary of Infosys BPO Ltd. (, the Business Process Outsourcing subsidiary of Infosys Limited. Infosys BPO focuses on integrated end-to-end outsourcing and delivers transformational benefits to its clients through reduced costs, on-going productivity improvements, and process reengineering. Infosys BPO operates in India, Australia, the Czech Republic, China, the Philippines, Poland, Mexico, USA and Brazil, and on December 31, 2011 employed 20,251 people. It closed FY 2010-11 with revenues of $426.8 million. Infosys Ltd. provides business consulting, technology, engineering and outsourcing services to help clients in over 30 companies build tomorrow’s enterprise. Many of the world’s most successful organizations rely on the 145,000 people of Infosys to deliver measurable business value. For more information about Infosys (NASDAQ: INFY), visit

For clients throughout the Midwest and across the country, Krieg DeVault provides clear, practical legal advice that takes in the big picture without losing sight of the details. That's how we approach your legal challenges and how we deliver solutions that are focused on your needs, your business and your world.

While much has changed since Krieg DeVault's founding in Indianapolis, over 130 years ago, our commitment to listening to our clients has not. Client satisfaction and loyalty have allowed us to grow from a two-lawyer general practice in the mid-1870s to our current status as a premier business-focused law firm. From offices that reach from the nation's heartland to the Sun Belt, we are ideally positioned to serve the needs of our diversified client base.

Financial institutions, global manufacturers, national healthcare providers, successful organizations of various sizes and market focus, as well as individuals all rely on us for solutions that create success. They know their important cases, sophisticated transactions, and complex business issues require the big picture approach that has become a Krieg DeVault hallmark.

Speaker Firms:


The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at:

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit:

Enrolled Agents Sponsor ID Number: 7602U

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, section 10.6(g), 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 individual.