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View More FIS Relius Education Webcasts and Conferences

Cycle - Three Plan Document Workshop - PPD

FIS Relius Education

Aug. 26, 2020 - Aug. 27, 2020

This two-part virtual workshop, presented on August 26 - 27, 2020, covers the FIS PPD document.

Day 1: Wednesday, August 26, 2020, 11:00 a.m to 4:00 p.m. ET
Day 2: Thursday, August 27, 2020, 11:00 a.m. to 4:00 p.m. ET

The Cycle-Three restatement process has begun.

The program provides a line-by-line review using the prototype-formatted pre-approved Defined Contribution Adoption Agreement, as well as a review of the basic plan document. The focus is primarily on the Adoption Agreement, giving background, and offering explanations as to its use, including suggested completion of check-box and blank line options.

We address new features and highlight the differences in the new pre-approved document format compared to the former prototype and the prototype-formatted volume submitter plan documents.

Attendees receive a practical understanding of the FIS PPD Cycle Three pre-approved Defined Contribution document.

Save time and get an early start on the Cycle Three restatement process.

Topics include:

  • Restatement deadlines
  • Formatting changes
  • Effective date provisions
  • Contribution and allocation provisions
  • Changes to plan options
  • Beneficiary distribution options
  • Automatic deferral options
  • Matching options
  • Eligibility, exclusions and vesting
  • Earnings and trust provisions
  • Forfeiture handling
  • Participating employers
  • Multiple employer plans

After attending the Web seminar, an attendee should be able to:

  • Identify the deadlines for the Cycle Three restatement
  • Design a proper matching contribution formula
  • Complete eligibility and vesting provisions correctly
  • Select the proper effective date for the plan
  • Determine the proper distribution options for participants and beneficiaries
  • Identify the appropriate method for allocating earnings
  • Explain contribution and allocation options to clients
  • Explain the changes to the trust provisions


  • Daniel McNamara, J.D., FIS
  • David Schultz, J.D., FIS
  • S. Derrin Watson, J.D., APM, Recipient of the 2006 ASPPA Educator's Award

More Information, How to Register

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