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0-minute live streaming program
  • This event was held September 29, 2022.
  • 6:00 - 6:00 pm EST

Safe Harbor 401(k) Notices

This event was held September 29, 2022.

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Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Patricia Beaty

Patricia Beaty

Taft Stettinius & Hollister, LLP

  • •Partner in the office of Taft Stettinius & Hollister, LLP focusing exclusively on employee benefit matters
  • •Practice emphasizes all aspects of employee benefits and executive compensation of both retirement and health and welfare plans
  • •Conducts regular client training, seminars, and workshops on ERISA, fiduciary duties, the Affordable Care Act, IRS and DOL audits, 401(k) plans, defined benefit plans, cash balance plans, health and welfare plans, VEBAs, Medicare Secondary Payer rules, litigation, mergers and acquisitions, 403(b) plans, 457(b) plans, 457(f) plans, and new comparability (cross-tested) plan designs
  • •Certified employee benefits specialist (CEBS), American Bar Association Committee on Employee Benefits, Indiana Benefits Conference (past chairperson), Indianapolis Bar Association, and current President of the Indiana Chapter of the International Society of Employee Benefit Specialists
  • •J.D. degree, Indiana University, Robert H. McKinney School of Law; B.S. degree, Ball State University
  • •Can be contacted at 317-713-3533 or [email protected]
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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