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
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