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

Plan Document Issues Relating to Amendments and Restatements

American Society of Pension Professionals & Actuaries [ASPPA]

Aug. 14, 2019
Recorded Online

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

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