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Orange County Breakfast Forum: Washington Update: Legal & Regulatory Update for Retirement Plan Professionals

  • 20 Sep 2018
  • 7:45 AM - 9:30 AM
  • ANDREI'S RESTAURANT, 2607 Main St, Irvine



Breakfast Forum: Washington Update:
Legal & Regulatory Update for Retirement Plan Professionals

Steve Forbes is returning to kick off our 2018-2019 program year.

 The Presentation:

In his distinct way, Steve will inform us about the most important changes and issues affecting the benefits industry, that are upon us, including:
  • Missing Participants - IRS, DOL and PBGC’s coordinating efforts      regarding missing participants for both DB and DC plans
  • Required Distributions to Terminated Vested Participants - generally at normal retirement age unless the vested balance (accrued benefit) is deferred, raising interesting qualification issues
The Speaker: Stephen Forbes

Stephen is an ERISA attorney and educator with 33 years of experience practicing and teaching in the retirement plan area. Stephen recently returned from a three-year sabbatical where he presided over a mission for his church. Previously, Mr. Forbes was vice president of SunGard Relius in charge of Relius Education. At SunGard, he taught seminars, conferences and web seminars on retirement plan compliance, design and correction. He also helped draft qualified plan, 403(b), 457(b), 409A and IRA documents and other forms.

He was the author of all of the editions of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes came to SunGard in the acquisition of Pension Publications of Denver, Inc. where he served as Vice President. Previous to working for PPD, he was a Tax Law Specialist at the National Office of the Internal Revenue Service (Employee Plans Division) where he worked with Master/Prototype Plans, trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.


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