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Plan Document Issues - What You Need To KnowASPPA [American Society of Pension Professionals & Actuaries] |
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June 30, 2022 On-Demand Webinar |
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Speaker: John Griffin, J.D., LL.M., Principal, ASC Institute Experience Level Of All Atteendees: ALL Target Audience: : TPAs, financial institution staff, administrators, advisors, attorneys, all document providers Keywords: Retirement plan document update, plan restatements, interim amendments, pre-approved plan documents, defined contribution plans, defined benefit plans IRS Program Number : CZTXU-Q-01484-22-S Description : Plan documents play an important role in ensuring compliance with the tax qualification rules. Whether you deal with 401(a)/(k) plans, defined benefit plans, 403(b) plans or 457(b) plans, keeping up-to-date on plan document issues is vital for plan sponsors and practitioners. In this webcast, we will discuss timely plan restatements and interim amendments, options when a plan sponsor misses a document deadline, and other important plan document issues. Learning Objectives:
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