Tax Treatment of ERISA Plans, Essentials of Benefits Planning, Tips for Filing Documents, and More
From drafting employee plans to filing documents, paralegals play an essential role in employee benefits law. This practical program dives into the ins and outs of benefits planning and walks you through the paralegal's duties. Review key laws, analyze retirement plans and workplace benefits, delve into the tax treatment of ERISA plans, and more. Register today!
Examine the various elements of an ERISA plan.
Identify the fiduciary's legal responsibilities.
Investigate different kinds of benefit plans.
Discover best practices for preparing reports.
Who Should Attend
This intermediate level program is designed to give attendees the information they need to get started in employee benefits law. Those who should attend include:
Legal Support Staff
Key Laws to Know
Components of an ERISA Plan
Understanding the Tax Treatment of ERISA Plans
Analyzing Workplace Benefits and Available Retirement Plans
The Role and Duties of a Fiduciary
Other Types of Employee Benefit Plans (Health Insurance Plans, Compensation Plans, etc.)
Drafting Employee Plans: Legal Best Practices
Guidelines for Preparing and Filing Documents and Reports
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
DE Certified Paralegal Program
This course will qualify for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
FL Registered Paralegal
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program.
IN Paralegal CLE
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements as a paralegal affiliate member of the Indiana State Bar Association.
MT CLE Credit for Paralegals
Approved for 1.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of ethics.
This seminar meets the requirements of the NALA Certifying Board for 1.0 hours, including 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
NC Continuing Paralegal Education
This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 1.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
OH Certified Paralegals
This course will qualify for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NM Paralegal Division, State Bar of NM
Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general and 0.0 ethics (for a total of 1.0 hours CLE).
TX TBLS Paralegal Certification
Civil Trial Law: 1.00
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education for paralegals and legal assistants. Certification areas: Civil Trial Law.
WA Paralegal Association
Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
AR Arkansas Department of Higher Education
Licensed by the Arkansas Division of Higher Education.
NH Office of Career School Licensing
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
KRISTINE CUSTODIO SUERO, ACP, is an award-winning legal professional and a highly sought-after speaker in her profession inspiring legal professionals to achieve authentic, purpose-driven careers and lives. She is currently a senior paralegal/business development director for Butterfield Schechter LLP specializing in ERISA/employee benefits law, business law and civil litigation. Ms. Suero is also currently a member of the University of San Diego School of Law Paralegal Program's Advisory Board and is also adjunct faculty teaching "Intro to Law and Ethics". She has led the San Diego Paralegal Association and California Alliance of Paralegal Association as president. In 2020, Ms. Suero was selected as the California Paralegal of the Year, awarded by the California Alliance of Paralegal Associations and nominated by the San Diego Paralegal Association. She earned a Bachelor of Arts degree in human development from California State University at Long Beach where she was on the Dean's Honor List. Ms. Suero completed her paralegal studies at UCSD, became a certified paralegal in 2006, and received her advanced certified paralegal (ACP) designation in discovery (2009), trial practice (2010), and e-discovery (2016). Further, in 2006, she obtained her human resource management certificate from UCSD.
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