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New IRS Procedures for Pre-Approved Plans


Sept. 26, 2017
Recorded Online

Learn about the new IRS procedures affecting Pre-Approved defined contribution and defined benefit plans! New IRS Revenue Procedure 2017-41 makes significant changes to the IRS Pre-Approved Plan program that all document providers must understand.  

John Griffin, J.D., LL.M. will discuss:

  • How the new "stream-lined" procedures affect Pre-Approved Plan sponsors and adopting employers
  • Changes in terminology for Pre-Approved Plans
  • New plan types that can utilize the Pre-Approved Plan format
  • Other important highlights of the new procedures
  • Next steps for document providers

More Information, How to Register

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