Monthly Luncheon: "Prohibited Transactions: Who, What, Why, & Why Not" presented by S. Darrin Watson, J.D., APM

  • 16 Sep 2015
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)

Registration

  • New members or renewed members will have received a Registration Code to use here for the discount. If you are a current member or cannot find the discount code please email info@wpbcphoenix.org and it can be resent to you. Become a member today to get this discount.
  • New members or renewed members will have received a Registration Code to use here for the discount. If you are a current member or cannot find the discount code please email info@wpbcphoenix.org and it can be resent to you. Become a member today to get this discount.

Registration is closed

 REGISTER BY FRIDAY, SEPTEMBER 11TH TO RECEIVE THE LOWEST PRICE


MONTHLY LUNCHEON

Prohibited Transactions: Who, What, Why, & Why Not
Wednesday, September 16, 2015

11:30 a.m. to 1:00 p.m.
Phoenix Country Club
7th Street and Thomas Road

 

Presented by

S. Darrin Watson, J.D., APM

 

This presentation looks at the prohibited transaction rules of ERISA and the Code.  We will  look at who’s covered, what’s prohibited, and what to do about it when it happens.  More than just the rules, this session will look at many practical (and sometimes surprising) situations when a prohibited transaction can arise.   

 

 S. Darrin Watson, J.D., APM

S. Darrin Watson, J.D., APM, received his bachelor's degree in accounting from Brigham Young University, and his J.D. from UCLA Law School. He has been involved with qualified plans since 1977 and had his first case involving controlled groups shortly thereafter. He lectures frequently for the American Society of Pension Professionals and Actuaries (ASPPA) and was named recipient of ASPPA's 2006 Educator's Award for his dedication to education for the next generation of retirement plan experts and his continuous support of others. Derrin is a regular presenter at various SunGard Relius Education programs. Derrin is actively involved in authoring The Pension Library, a SunGard technical resource publication, and has authored several articles for the Journal of Pension Benefits, for ASPPA publications, and is the author of Who's the Employer, a detailed analysis of employee and employer issues (leased employees, controlled groups, etc.) that affect qualified plans.  

 

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

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