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2015 Retirement Plan Regulatory Update

Multnomah Group

Sept. 30, 2015
Recorded Online
Webcast

Recorded Webinar

Slides

Retirement plans operate in a legal, legislative, and regulatory landscape that is constantly evolving. Keeping up with the changes that are relevant to your plan can be a daunting task for retirement plan fiduciaries.

In this presentation, Amy Barber, JD and Amy Ouellette, CFP®, ERPA, QPA, will boil down this year's chief developments to date, as well as issues on the horizon that may impact your retirement plan in the future.

We'll be discussing:

  • Relevant case law updates
  • Mandatory restatement period for qualified defined contribution plans
  • An update on the EPCRS Correction Program
  • The IRS limiting favorable determination letter program
  • Audit awareness
  • Issues on the horizon

More Information, How to Register

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