We are now in the unique position that all pre-approved plan documents DC, DB, and 403(b) are in play. Providers sponsoring 403(b) and DB plans are in the process of working with clients to amend and restate plans before their early 2020 deadlines. DC plans for the third restatement cycle have been submitted for IRS review. The DC plans have an entirely new look and feel as the rules for Prototype and Volume Submitter Plans have been updated and combined.
This webcast will discuss the issues impacting the documents your clients will be using.
- Hear about issues other document providers are encountering while restating 403(b) and DB plan documents on behalf of clients, so you are ready to effectively deal with anything that may arise
- Develop new strategies for working with Cash Balance and ESOP plans that are now included in the Pre-Approved Pan program, potentially opening up new business opportunities
- Design more efficient methods for restating your client’s DC plan documents
Speaker: Richard A,. Hochman, Esq., APM, Director, Retirement Plan Consulting Services, Actuarial Systems Corporation
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