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EPIC RPS
(Remote / Norwich NY)

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Recordkeeping and TPA Relationship Manager

Daybright Financial
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Retirement Plan Consultant

Sentinel Group
(Remote / Wakefield MA / Hybrid)

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Executive Assistant / Sales Support

M2B Retirement Consulting LLC
(Remote / Wexford PA)

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ERISA Team Leader

July Business Services
(Remote)

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Retirement Plan Distribution Specialist

ERISA Services Inc.
(Remote)

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Retirement Compliance Consultant

Navia Benefit Solutions
(Remote / Fresno CA)

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Compliance Specialist III

EPIC RPS
(Remote / Norwich NY)

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Senior 401k Plan Administrator

FM International Services
(Huntington NY)

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Retirement Plan Installation & Document Manager

Fringe Benefit Group
(Remote / Austin TX)

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DC Plan Administrator

Heller Pension Associates, Inc.
(Remote / Hyde Park NY / Miami FL)

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Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

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Retirement Plan Relationship Manager

ERISA Services Inc.
(Remote / Knoxville TN)

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Actuarial Support

CalcAir
(Remote)

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Retirement Plan Consultant

July Business Services
(Remote)

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3(16) Fiduciary Analyst

Anchor 3(16) Fiduciary Solutions LLC
(Remote / Wexford PA)

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Senior ERISA Compliance Analyst

Employee Fiduciary, LLC
(Remote)

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Relationship Manager

EPIC RPS
(Remote)

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Plaintiff-Proof Your Cycle 3 DC Restatement Plan

Boutwell Fay LLP

Oct. 19, 2021
On-Demand
Webinar

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.

More Information, How to Register