The Evolving World of Forfeitures: The Proposed Regulations and Litigation Updates

TRA [The Retirement Advantage]

This session will provide an in-depth review of the rules related to forfeiting unvested balances and the requirements for the timely use of forfeitures within retirement plans. This session will cover the recent changes introduced by the proposed regulations and discuss current forfeiture-related litigation. We will also outline the necessary steps to ensure compliance and mitigate the risk of lawsuits.

Learning Objectives:

• Understand the general rules related to the forfeiture of unvested assets 
• Understand the timing rules for when those forfeited amounts must be used by the plan and how to comply administratively with those rules
• Understand what plan document provisions create a risk of forfeiture litigation and what steps can be taken to mitigate the risk of a lawsuit

There will also be a few moments at the end for questions and answers. You won’t want to miss this session!

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