Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Client Success Specialist

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OR / SC / TN / WA)

Ubiquity Retirement + Savings logo

Distribution Specialist

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Plan Administrator

Independent Retirement
(Telecommute / Portland OR)

Independent Retirement logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

ERISA 02: FAQs Regarding Restatements and Individually Designed Plans (IDPs) [2015]

FIS Relius Education

Nov. 20, 2015
Recorded Online
[Recorded online and available for purchase.]

With the pending April 30, 2016 deadline to complete plan document restatements for the Pension Protection Act (“PPA”), questions abound regarding plan documents and the restatement process. Add to the mix the issues raised by the IRS’s recent announcement that they will be no longer provide determination letters to individually designed plans (“IDPs”) except upon initial qualification and plan termination, and plan documents are a hot topic. This web seminar examines the very topical issues surrounding pre-approved document restatements and IDPs.

Topics include:

  • What is the effective date of a restatement?
  • Restrictions on the use of forfeitures in safe harbor plans
  • Document signature issues
  • Completing describe lines
  • Scrivener errors
  • Document issues related to:
    • Plan terminations
    • Service provider changes
    • Plan Sponsor changes
  • Changes to the DL program for IDPs
  • Preapproved documents for DB plans, 403(b) plans, and ESOPs

More Information, How to Register

© 2020, Inc.