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View More ASPPA [American Society of Pension Professionals & Actuaries] Webcasts and Conferences

Plan Document Issues Relating to Amendments and Restatements

ASPPA [American Society of Pension Professionals & Actuaries]

Aug. 14, 2019
2:00 p.m. - 2:50 p.m. ET

One of the key qualification requirements is ensuring an employer’s plan document conforms to both the operation of the plan and the law. It is rare to have a “routine” plan amendment or plan restatement.

This session will highlight some of the problem areas practitioners encounter when amending or restating a plan.

Learning Objectives:

  • Apply restatement deadlines to the various types of plans and plan documents.
  • Determine the appropriate effective date for an amendment and/or a restatement.
  • Evaluate whether amendments are executed properly and timely.

Speaker: Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association

Continue by clicking on the following link:

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