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The Knowledge Group

Jamie F. Gross , Senior Manager, Global Employer Services Tax Practice of Deloitte Tax LLP to Speak at KC’s 403 (b) Plans Form 5500 Schedule C: New Compliance Challenges

New York, NY, September 10, 2010 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Jamie F. Gross , Senior Manager, Global Employer Services Tax Practice of Deloitte Tax LLP will speak at the Knowledge Congress’ webcast entitled: “403 (b) Plans FORM 5500 Schedule C: New Compliance Challenges”. This event is scheduled for September 30, 2010 at 12:00 PM - 2:00 PM ET.

For further details about this event, please visit: http://knowledgecongress.org/event_2010_Form5500.html

About Jamie F. Gross

Jamie is a Senior Manager in the Global Employer Services tax practice of Deloitte Tax LLP. She has experience in employee benefits focusing on the design, drafting and implementation of qualified and nonqualified plans. Ms. Gross specializes in employee benefits regulatory compliance and health and welfare design and compliance. Ms. Gross assists clients with qualified plan design and implementation focusing on plan amendments and restatements for compliance with legislative changes such as GUST and EGTRRA. In addition, Ms. Gross also assists clients with ERISA reporting requirements including Form 5500s, Summary Annual Reports, and ERISA 204(h) notices. She also helps to assist clients in qualified plan submissions to the IRS for determination on qualified status of plans. Ms. Gross assists clients with health and welfare plan design, implementation, and compliance with a focus on HIPAA privacy regulations, DOL claims procedure regulations, and summary plan description regulations. Ms. Gross conducts HIPAA privacy seminars for clients focusing on workforce training in privacy regulations.

About Deloitte Tax LLP

“Deloitte” is the brand under which 165,000 dedicated professionals in independent firms throughout the world collaborate to provide audit, consulting, financial advisory, risk management, and tax services to selected clients.

For more information about Jamie Gross, and Deloitte Tax LLP, please visit: www.deloitte.com

About the Event:

In an effort to improve transparency, the Internal Revenue Service (IRS), the Pension Benefit Guarantee Corporation (PBGC) and the Department of Labor (DOL) have published final regulations that require that all 403(b) Plans subject to ERISA file the same schedules as is the case for other plans subject to ERISA such as 401(a) and 401(k) Plans including Schedule C.

Some of the key new disclosure required:

- Applies to plans of 100+ participants where fees of $5,000+ were paid to service providers.
- Service Provider/Sponsor relationship
- Total direct & indirect compensation

There’s much to know about this new important change - failure to comply could result in major fines and penalties.

About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series

The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. To contact or register to an event, please visit: www.knowledgecongress.org.

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