Navigating ERISA Compliance in 2025
Recording
1.0 CPE Credit
in the field of Specialized Knowledge
As regulatory complexity continues to evolve, retirement plan sponsors and fiduciaries must stay ahead of critical compliance deadlines and procedural updates. Join us for a timely and informative webinar that breaks down the latest guidance and practical implications of key ERISA developments.
We’ll explore:
New Guidance on Roth Catch-Up Contributions:
Understand the new mandatory Roth treatment for catch-up contributions by high earners starting in 2026. Learn how plan sponsors can prepare for implementation, including payroll integration and participant communications.
DOL Delinquent Filer Voluntary Compliance Program (DFVCP):
Review recent changes to the DOL’s on-line DFVCP platform for correcting late Form 5500 filings. Discover how the DFVCP offers relief and what changes may impact your filing strategy.
Plan Amendment Deadlines for Changes in the Law Since 2019:
Get clarity on mandatory amendment timelines and best practices for coordinating with service providers, for all changes in the law affecting tax-qualified retirement plans since 2019. We’ll share actionable steps to streamline your amendment process and avoid last-minute compliance risks.
Record Retention Rule Reminders:
Revisit ERISA’s recordkeeping requirements and learn how to align your retention policies with current enforcement expectations. We’ll highlight common pitfalls and how to avoid them.
Key Takeaways Include:
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Review mandatory Roth treatment for catch-up contributions by high earners starting in 2026. List what service providers and plan sponsors must do now to prepare for implementation and identify best practices for ongoing compliance.
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Identify how to leverage the DOL’s (DFVCP) to correct late Form 5500 filings and avoid escalating penalties. We’ll share recent enforcement trends and practical tips for timely compliance.
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Review the IRS-mandated deadlines for plan amendments for changes in law since 2019 including the CARES Act, SECURE 1.0 Act and SECURE 2.0 Act. Discover how to coordinate with third-party vendors and internal stakeholders to ensure timely adoption and avoid disqualification risks.
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Notes on Registration
The first time you register, you may be prompted to enter your email and a verification code. You will receive an email confirmation with a calendar appointment for the event. Please DROP the registration out of your BDOU “MY LEARNING” account page if you are no longer able to attend.
Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.
Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
BDO USA, P.C. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org