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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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Retirement Relationship Manager MAP Retirement
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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BPAS
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Anchor 3(16) Fiduciary Solutions
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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MAP Retirement
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Southern Pension Services
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July Business Services
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View More Boutwell Fay LLP Webinars, Podcasts and Conferences
Plaintiff-Proof Your Cycle 3 DC Restatement PlanBoutwell Fay LLP |
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Oct. 19, 2021 On-Demand Webinar |
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The IRS has taken the trust/custodial provisions out of the Cycle 3 DC pre-approved plan process and will not rule on ERISA Title I language. This creates an opportunity to mitigate risks by customizing language in pre-approved documents without jeopardizing reliance. We will cover ideas for the types of provisions that could be added such as arbitration provisions, indemnities, shortened statutes of limitation and other non-tax related provisions. |