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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.

More Information, How to Register

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