WEBINAR: What’s the Deal with Pre-Approved Retirement Plans?
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WEBINAR: What’s the Deal with Pre-Approved Retirement Plans?

 Export to Your Calendar 8/20/2020
When: Thursday, August 20, 2020
10:00 AM - 11:00 AM
Where: Virtual Meeting
Atlanta, Georgia 
United States
Contact: SHRM-Atlanta

Online registration is available until: 8/20/2020
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****IMPORTANT NOTE: A link to access this online program is included in your confirmation email for the event. The link will also be re-sent to all attendees one day before the program. Please check your email for the login/access link.****

What's the Deal with Pre-Approved Retirement Plans |  August 13, 2020 

Master and Prototype? Volume Submitter? What are pre-approved retirement plans, and how can businesses leverage them to employees’ and their advantage? Hall Benefits Law provides frequent counsel to business clients who have come to the team for guidance on using a pre-approved retirement plan. The Firm’s diligence in forging relationships with clients and its proactive approach to benefit plan legal compliance has resulted in more than $60 million in DOL and IRS penalty abatement for clients in 30 states in a less-than two year period.

In this webinar you will: 

  • Learn the basics about the different types of pre-approved retirement plans
  • Gain an understanding of what provisions are available in these plans and how to use them to the advantage of the business and its employees
  • Take a look at the appropriateness of the plans and their provisions in certain contexts using case studies
  • Submit questions in advance and have their questions answered live
  • Receive valuable information via handouts and a copy of the presentation




10:00 AM - 11:00 AM      Opening Remarks / Program / Q&A


Continuing Education Credit

1 SHRM PDC / 1 HRCI Credit



Robert Forman | Lead ERISA Counsel

Hall Benefits Law

Robert Forman is Lead ERISA Counsel at Hall Benefits Law. He built his practice on a foundation of Tax and Employee Benefits related disciplines, namely ERISA, Federal Taxation, Mergers and Acquisitions, and General Business Law. Forman has over 30 years’ experience supporting the business community, forming lasting relationships and managing the legal compliance aspects of retirement plans for hundreds of clients, including many with pre-approved plans in place.

Keely Collins | Compliance Counsel

Hall Benefits Law

Keely Collins is Compliance Counsel at Hall Benefits Law. She works with businesses and agencies of all sizes, from unionized employers with thousands of employees to family businesses with just a few. As both counselor and advocate, the success of her clients is Keely’s main objective. Accuracy, strategy, responsiveness, enthusiasm, and loyalty are at the heart of Keely’s value to the businesses she serves.


SHRM-Atlanta Member Complimentary
Non-Member $30

Cancellation Deadline:
 20, 2020

Can’t make it? Can someone else from your office attend in your place? Substitutions are allowed; however, the non-member rate may apply. To transfer your registration please submit your request via email to info@SHRMAtlanta.org. Would you like to transfer an upcoming registration from one event to another? Requests for transfers must be made by the event cancellation date, usually seven days prior to the event.

Cancellations must be made by the cancellation deadline for the specific event, usually seven days prior for most events. All cancellations are subject to a minimum $20 administration fee. Some events may have a higher fee, please refer to the individual event page, or to your confirmation email. Cancellations/No-Shows on the date of the event forfeit the entire registration fee. No refunds or transfer of fees will be made after the date of the event.