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View More FIS Relius Education Webcasts and Conferences

403(b) Pre-Approved Plan Document Workshop: Part 3 [2018]

FIS Relius Education

Mar. 7, 2018
Recorded Online
Webcast

403(b) Pre-Approved Plan Document Workshop: A 3-Part Program [2018]

Program Schedule:
Part 1: March 5, 2018
Part 2: March 6, 2018
Part 3: March 7, 2018

At long last, the IRS has created a program for pre-approved 403(b) plan documents and the first round of documents have been reviewed and approved by the Service. 403(b) plan sponsors have until March 30, 2020 to restate their plan documents with a Remedial Amendment Period that can stretch back to 2010. FIS has developed five different 403(b) document formats to meet a wide-range of plan sponsor and practitioner needs.

This three-part web seminar series provides a line-by-line review of the new document Adoption Agreements as well as a review of the Basic Plan Document. The focus is primarily on the Adoption Agreement, giving background and explanations as to its use, including suggested completion of check-box and blank line options. Attendees receive a practical understanding of FIS 403(b) plan documents. Save time and get an early start on the 403(b) restatement process.

Topics include:

  • 403(b) Remedial Amendment Period
  • Retroactive restatement dates
  • Completing the Adoption Agreement (AA) elections
  • AA elections that can trap the unwary
  • Addressing special effective dates
  • Documenting Investment Arrangements and Information Sharing Agreements
  • Delegation of administrative functions
  • Basic Plan Document (BPD) provisions
  • Anti-cutback provisions in the document
  • 403(b) Multiple Employer Plan (MEP) provision

After attending this Web seminar, an attendee should be able to:

  • Identify the proper time frame for restating 403(b) plan documents
  • Determine the appropriate plan document for a particular sponsor’s needs
  • Understand the many of the unique issues associated with 403(b) plan documents
  • Complete eligibility and entry provisions correctly
  • Select the proper effective date for the document
  • Interpret key provisions in the Adoption Agreement and Basic Plan Document
  • Understand the opportunities and risks associated with plan amendments
  • Advise clients regarding 403(b) plan failures

Speaker: David Schultz, J.D.

More Information, How to Register

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