Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Post and Distribute
Your Jobs
ARPA News
ARPA Webcasts

Featured Jobs

Retirement Plan Consultant / Relationship Manager

Associated Pension Consultants
(Chico CA / Sacramento CA)

Associated Pension Consultants logo

Employee Benefits/Health and Welfare Attorney

Miller Johnson
(Telecommute / Grand Rapids MI / Kalamazoo MI / Detroit MI)

Miller Johnson logo

401(k) Implementation Manager

Human Interest
(Telecommute / San Francisco CA)

Human Interest logo

Retirement Plan Administrator

Bates & Company
(Telecommute / Winter Park FL)

Bates & Company logo

Retirement Plan Administrator (Account Manager)

Kushner & Company
(Telecommute / Portage MI)

Kushner & Company logo

Plan Document Specialist

Jocelyn Pension Consulting
(Telecommute / Boulder CO / San Rafael CA)

Jocelyn Pension Consulting logo

Product Support Consultant

ftwilliam.com part of Wolters Kluwer Legal & Regulatory
(Telecommute)

ftwilliam.com part of Wolters Kluwer Legal & Regulatory logo

Retirement Plan Administrator

RSW & Associates
(CT / NJ / NY)

RSW & Associates logo

401(k) Consultant

TPS Group
(Telecommute / North Haven CT)

TPS Group logo

DB Retirement Plan Administrator

The Nolan Company
(Telecommute / Overland Park KS)

The Nolan Company logo

DB/DC Administrator

Primark Benefits
(Telecommute / Burlingame CA)

Primark Benefits logo

Director of Finance

NYCDC of Carpenters Benefit Funds
(New York NY)

DC or DB Administrator

Farmer & Betts, Inc.
(Telecommute / Tacoma WA / Tualatin OR / Littleton CO)

Farmer & Betts, Inc. logo

Director of 401(k) Implementation, Core

Human Interest
(Telecommute / Mill Valley CA)

Human Interest logo

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

DC Retirement Plan Administrator

The Nolan Company
(Telecommute / Overland Park KS)

The Nolan Company logo

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
Combined  >  Upcoming   |   Recorded or Upcoming

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

Plan Documents, Where Do We Stand? What is Cycle 3?

ASPPA [American Society of Pension Professionals & Actuaries]

July 29, 2020
Recorded Online
Webcast

Defined Contribution Plans are about to be restated, but under Cycle 3 the rules have changed dramatically. There are no more prototype or volume submitter plans, just pre-approved.  One problem is these new plans do not reflect the most recent legislation and will require amendments to properly address. The IRS is limiting language that is in current documents that may impact both plan design and future operation.  We have just finished restating defined benefit plans for PPA’06, but document vendors are about to redraft for Cycle 3 and will be reflecting both the SECURE and CARES Acts.

Learning Objectives:

  • Learn how BBA 2018, SECURE and CARES Acts will be handled in restated documents.
  • Understand how designs might change as the IRS restricts language.
  • Learn how grandfathering of plan terms may impact when employers should restate onto the new documents and how that can impact your work plans.

Speaker: Richard Hochman, Director, Retirement Plan Consulting Services, Actuarial Systems Corporation (ASC)

More Information, How to Register

© 2021 BenefitsLink.com, Inc.