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Keeping Current 2017: The Year in Review

FIS Relius Education

Jan. 23, 2018
Recorded Online
Webcast

2017 brought us several important developments to the retirement plan world, with more changes on the way. In this 100 minute web seminar, the presenter takes you through all that has been happening in the qualified plan world during the last year (and a little more) and explains how it impacts your practice.

Topics include:

  • Final fiduciary regulation and BIC extensions
  • New limits for 2018
  • MEPs and PEPs
  • Church plan clarifications
  • Changes to determination letter procedures
  • New rules for Safe Harbor, QNEC, and QMAC contributions
  • Substantiation of hardship distributions and loans
  • Statutory loan limit guidance
  • Midyear safe harbor amendments
  • 5500 Proposal
  • State or city mandated IRAs

As always, these programs not only provide a review of the key issues, including many not discussed in other FIS web seminars, but also provide you with an opportunity to ask your questions regarding what’s happening in the retirement plan world.

After attending the program you should be able to:

  • List the major developments affecting qualified plans in the last year
  • Explain the acceptable methods for documenting hardship distributions
  • List the major issues affecting fiduciary status under the new regulations
  • Adapt to the new IRS determination letter program procedures

Continue by clicking on the following link:
http://relius.net/Events/seminardetail.aspx?EID=27148

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