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

FIS Relius Education

Nov. 20, 2015
Recorded Online
Webcast
[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

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