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

Plan Document Issues for 2021

ASPPA [American Society of Pension Professionals & Actuaries]

June 16, 2021
Recorded Online

Speaker:  John P. Griffin, JD, LLM

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. 

More Information, How to Register

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