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