Meeting Details

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ASPPA Webcast: Operating Under the IRS Pre-Approved Plan Document Program-OD
2.00 ASPPA
November 7, 2018 To October 30, 2019
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

Speaker:  Richard A,. Hochman, Esq., APM, Former Director, Retirement Plan Consulting Services, Actuarial Systems Corporation


Experience Level for Attendees:  All


Description:  We are now in the unique position that all pre-approved plan documents DC, DB, and 403(b) are in play.  Providers sponsoring 403(b) and DB plans are in the process of working with clients to amend and restate plans before their early 2020 deadlines.  DC plans for the third restatement cycle have been submitted for IRS review.  The DC plans have an entirely new look and feel as the rules for Prototype and Volume Submitter Plans have been updated and combined.  This webcast will discuss the issues impacting the documents your clients will be using.

Recorded webcasts are available for one year after the date of the live presentation.

  • List Price: $199.00
  • Member Price: $119.00
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Email: Customer Care