Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Senior Actuarial Administrator

Group RHI
(TX / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
Plan Document Support Specialist

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)
Apprentice - Financial Services and Employee Benefits

Columbia Benefits, LLC
(Englewood CO)
Retirement Plan Relationship Advisor

Prosperity Advisors, LLC and SS&G Wealth Management
(Akron OH)
DC 401(k) Plan Administrator

Gelman Pension Consulting, Inc.
(New York NY)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

Safe Harbor Midyear Amendments: You Can Do It! [2018]

FIS Relius Education

Feb. 20, 2018
Recorded Online
Webcast

In a significant policy change, the IRS has issued a guidance allowing safe harbor 401(k) and 403(b) plans to adopt midyear amendments, with remarkably few limitations. Some specific requirements and limitations remain, but the new rules should generally enable practitioners and plan sponsors to safely amend plans to meet their administrative and business requirements.

This web seminar reviews the new rules and practical examples. For professionals working on safe harbor 401(k) plans, this seminar includes highly useful information.

Topics include:

  • Overview of the new rules
  • Mid-year changes
    • Amendments
    • Safe harbor notice changes
  • Updated safe harbor notice
    • When needed
    • Content
    • Timing
  • Opportunity to change elections
    • Timing
  • 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

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

Speaker: David Schultz, J.D.

Continue by clicking on the following link:
http://www.relius.net/Events/seminardetail.aspx?EID=27154

© 2020 BenefitsLink.com, Inc.