Senior Specialist 401k Recordkeeping T Bank N.A.
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New York City District Council of Carpenters Benefit Funds
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Regional Sales Director (West) July Business Services
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Greenline Wealth Management
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Retirement Solutions Specialists
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Planners and Administrators (RPA)
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July Business Services
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July Business Services
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Fringe Benefit Group
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Great Lakes Pension Associates, Inc.
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View More FIS Retirement Education Webinars, Podcasts and Conferences
Defined Benefit Plan Document Workshop [2019] - 2-part workshopFIS Retirement Education |
June 17, 2019 - June 18, 2019 Recorded Online Webinar |
Defined Benefit Plan Document Workshop – A 2-Part Program [2019] Part 1: Monday, June 17, 2019
Part 2: Tuesday, June 18, 2019 The pre-approved defined benefit plan restatement period has begun. Perhaps the most notable change is that this is the first time the IRS has permitted cash-balance provisions to be included in a pre-approved plan, but there is more. Plan sponsors using pre-approved plan have until April 30, 2020 to restate their plan documents. The program provides a line-by-line review of the Adoption Agreement as well as a review of key provisions in the Basic Plan Document. The focus is primarily on the Adoption Agreement formatted volume submitter plan, giving background and explanations as to its use, including suggested completion of check-box and blank line options. Attendees receive a practical understanding of the FIS pre-approved defined benefit plan document. Topics include:
After attending this Web seminar, attendees should be able to:
Speaker: David Schultz, J.D. |