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View More National Tax-Deferred Savings Association [NTSA] Webcasts and Conferences

New 403(b) Plan Documents Part III: The Final Chapter: Protecting Your Clients

National Tax-Deferred Savings Association [NTSA]

Apr. 18, 2018
Recorded Online

In the last webcast of this three-part series, we will discuss the more technical provisions and use examples to show how corrections can be made retroactively by the employer. 

In other words, this is the “clean-up” time and employers should use this to their advantage!  This is their one and only shot at corrections through the restatement process.

Learning Objectives:  Be able to discuss with employers:

  • Corrections of errors/failures that the employer knows were never a part of the plan document
  • Fixing the plan where amendments were not made, e.g., Roth deferrals were added in 2012, but the plan was never amended
  • Fixing prior plan document failures where there was no plan adopted for 2009!

Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.

Continue by clicking on the following link:

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