Unsure About Plan Doc Deadlines?

ASC

Seeking clarity about plan amendments or restatements for your plan? Need to know what regulation deadlines are coming down the pipeline?

Need to know how to keep your plan in compliance document-wise?

As you probably know, several SECURE 2.0 provisions became effective beginning this year, 2025. On the surface they seem straightforward. Whoa! Not so fast! They contain traps for the unwary.

Not to worry. John Griffin has all the latest scoop direct from the IRS about what's going on in D.C.-land! He has the answers you seek and best practices that will bring you up to speed on plan documents. Take note of these best practices and say good-bye to sleepless nights over document changes.

Join John for an information-packed session designed to help retirement plan professionals like you navigate the ins and outs of amending and restating pre-approved plan documents as required by the many regulations you find yourself under.

John will discuss specific plan amendment and restatement requirements and highlight important compliance considerations, including deadlines for each. He will also share practical tips for retirement plan practitioners who deal with pre-approved plan documents.

Among the topics will be:

• Discussion of the amendments/restatements that are required for pre-approved defined contribution and defined benefit 401(a) plans and pre-approved 403(b) plans to comply with SECURE 2.0 and other regulatory requirements.
• Identify deadlines for amending and restating plan documents.
• Responsibilities of pre-approved plan Providers.
• Share best practices for navigating the amendment/restatement process and ensuring ongoing compliance with regulatory requirements.

Presenter Info:

Industry expert and ERISA attorney, John Griffin, J.D., LL.M., has over 35 years' experience in the employee benefits field, including training and consulting with top firms in the industry.

More Information, How to Register