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Safe Harbor Midyear Amendments: Yes You Can!

FIS Relius Education

Feb. 17, 2016
Recorded Online

[Recorded online and available for purchase.]

The IRS has just issued a notice allowing safe harbor 401(k) and 403(b) plans to adopt midyear amendments, with remarkably few limitations. There are some specific requirements with detailed rules, but once understood it should be easy to use the new tools the IRS has given us.

This special 60-minute web seminar explains all the new rules, with plenty of examples and opportunity for your questions. It will likely be one of the most important web seminars of the year. Topics include:

Topics include:

Overview of the new rules
Mid-year change
Safe harbor notice changes
Updated safe harbor notice
When needed
Opportunity to change elections
Prohibited amendments
Special rules for amendments increasing match
Changes outside the new Notice
Short initial plan year
Change of plan year
Midyear termination
Midyear suspension or reduction
Retroactive adoption through the maybe notice

Prerequisites: The speaker will assume that attendees understand the operation of safe harbor 401(k) plans. A minimum of one year experience is highly recommended.

Level: Intermediate

Instructional Delivery Method:Group Internet-Based

NASBA Field of Study: Taxes

Speaker: S. Derrin Watson, J.D.
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: At the conclusion of the seminar, attendees should be able to:
- Determine if a proposed change can be made through the new rules
- Determine if an updated notice is required
- Correctly apply the timing requirements
- List changes which cannot be made midyear

Continue by clicking on the following link:

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