Robert Gower and Katuri Kaye Present WP&BC Webinar “401(k) Plan Participants: Gone But Not Forgotten”March 1, 2019
Trucker Huss, APC is pleased to announce that Robert Gower and Katuri Kaye will lead the Western Pension & Benefits Council (WP&BC) webinar titled “401(k) Plan Participants: Gone But Not Forgotten” on Wednesday, March 20, 2019 from 10:00 a.m. to 11:40 a.m. (PDT). Robert and Katuri will discuss best practices for establishing a procedure to follow for missing 401(k) plan participants and will explain when employers have met their obligations in tracking them down.
Robert Gower Robert concentrates his practice in fiduciary responsibility as well as tax-qualified retirement plan design, compliance, and administration. He routinely works with plan sponsors and fiduciaries to 401(k), defined benefit, cash balance, and profit sharing plans. Robert has wide-ranging experience in plan drafting, including plan documents, amendments, resolutions, and summary plan descriptions. He also assists plan sponsors in preparing committee charters and bylaws to establish strong plan governance.
Katuri Kaye focuses her practice primarily on qualified retirement plans, including defined benefit and defined contribution plans, and plans of tax exempt entities and public schools and universities, including 403(b) and 457 plans. She counsels clients on the design and tax-qualification of retirement plans and the taxation of employee benefits. In addition, Katuri assists clients with drafting plan documents, SPDs and plan amendments; analyzing plan administrative issues; service provider and investment management agreement reviews; reviewing and drafting QDROs; preparing IRS and DOL submissions; and resolving questions regarding compliance with ERISA and the Internal Revenue Code.