Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Retirement Plan Benefits Consultant

Compass Retirement Consulting Group
(Remote / Stratham NH)

Compass Retirement Consulting Group logo

Retirement Plan Administrator

Excellent TPA
(Remote)

Defined Contribution Account Manager with a Life!

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Relationship Manager - Retirement Plans

Spectrum Investment Advisors, Inc.
(Thiensville WI)

Spectrum Investment Advisors, Inc. logo

Pension Administrator

National Administration, Inc.
(Remote / Menasha WI)

National Administration, Inc. logo

Plan Compliance Analyst (Administrator)

RPA
(Remote / Falls Church VA)

RPA logo

401(k) Plan Administrator

CRI TPA Services
(Remote / AL / FL / GA / KY / LA / MS / NC / NM / TN / TX)

CRI TPA Services logo

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / CO / OR / WA)

Farmer & Betts, Inc. logo

Senior Retirement Account Representative

Ohio Pension Services
(Akron OH)

Ohio Pension Services logo

Client Compliance Counsel

Gallagher
(Philadelphia PA / CT / DE / MA / NJ / NY / RI)

Gallagher logo

Pension Administrator

Actuaries Unlimited, Inc.
(Remote)

Actuaries Unlimited, Inc. logo

Legal Assistant/Paralegal

Witman Stadtmauer, P.A.
(Florham Park NJ)

Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Senior Plan Administrator

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Loan and Distribution / Contribution Upload Specialist

Aimpoint Pension
(Remote)

Aimpoint Pension logo

Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

SWBC Retirement Plan Services logo

Relationship Manager

Compass Retirement Consulting Group, Inc./Compass 360, LLC
(Remote / Stratham NH / MA)

Compass Retirement Consulting Group, Inc./Compass 360, LLC logo

Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Senior Plan Document & Compliance Specialist

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

View More Employee Benefits Jobs

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
All  >  Upcoming   |   Grouped by Sponsor

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

Retirement Plan Document Issues for 2021

ASPPA [American Society of Pension Professionals & Actuaries]

June 16, 2021
Recorded Online
Webcast

Speaker:  John P. Griffin, JD, LLM

Experience Level for Attendees: All

Target Audience:  TPAs, financial institutions, administrators, advisors, attorneys, consultants

IRS Program Number:  CZTXU-Q-01315-21-O

Description:  Plan documents play an important role in ensuring compliance with the tax qualification rules. Whether you deal with 401(a)/(k), 403(b) or defined benefit plans, it’s vital for plan sponsors and practitioners to stay up to date on plan document issues. We’ll discuss timely plan restatements and interim amendments, options to choose from when a plan sponsor misses a document deadline and other important plan document issues.

Learning Objectives

  1. Learn the relevant restatement cycles for 401(a)/(k) plans, 403(b) plans and defined benefit plans.     
  2. Understand the timing of interim amendments for the SECURE and CARES Acts and other legislation.
  3. Know the available correction options when a plan sponsor misses a document deadline. 

About the Speaker:

John P. Griffin, J.D. and LL.M. (Taxation) has over 35 years of experience in the employee benefits field. Currently, John is a Principal with the ASC Institute (ASCi). Prior to joining ASCi, John was a Principal with the pension consulting firm Global Benefit Advisors, LLC, a Vice President with Pension Publications of Denver, Inc. (PPD) and a Senior Consultant with the benefit consulting practice of Coopers & Lybrand. Before entering private consulting, John worked in the Employee Plans Division  of the Internal Revenue Service (IRS) as a Tax Law Specialist. John also has seven years of experience with the U.S. Department of Labor.  John is a frequent speaker in the employee benefits field.  John received his J.D. and LL.M. (Taxation) from the Georgetown University Law Center.  John is an active member of the Colorado Bar. John has five children and lives in Colorado.

More Information, How to Register

© 2021 BenefitsLink.com, Inc.