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Restatement 12: Maximizing Forfeiture Flexibility

FIS Relius Education

Nov. 3, 2014
Recorded Online

12:00 noon to 1:00 p.m. Eastern Time

Speaker S. Derrin Watson, J.D., APM

Forfeitures have been getting a lot of focus from the IRS. This program takes a close look at the issues surrounding forfeitures and the design opportunities you can use to address those issues.

Topics include:

  • What can you do with forfeitures?
  • How quickly must you allocate forfeitures?
  • To what extent can you use forfeitures in resolving plan defects?
  • When does a forfeiture arise?
  • How do document choices regarding forfeitures affect safe harbor status?
  • What can you do with a forfeiture?
  • Effect of forfeiture clauses on plan testing

Continue by clicking on the following link:

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