Don’t let plan document updates slow you down! This webcast breaks down the essentials for defined contribution, defined benefit, 403(b), and 457(b) plans in a clear, actionable way. Learn how to navigate amendments, restatements, and compliance requirements without the headache. Get practical tips to keep your plan documents current, accurate, and audit-ready—so you can focus on what really matters.

About the Speaker

Dan Mcnamara, JD, QKA® , QPA™, Senior Associate Attorney, Ferenczy Benefits Law Center

Daniel McNamara, J.D. is a Senior Associate Attorney at Ferenczy Benefits Law Center and has 25 years of industry experience, most recently supervising teams responsible for the creation and servicing of defined contribution, defined benefit, 403(b), 457(b), 401(a) governmental, ESOP, 457(b), and cafeteria plans. Prior to that, he was part of a sales and service team dedicated to some of the largest defined contribution plans in the United States, which included deep knowledge of and experience with Puerto Rico plans and Nonqualified 409(A) plans. In addition, Daniel speaks at various in-person and virtual industry conferences and is the current chairperson of the ASPPA Government Affairs Committee – Plan Documents Subcommittee.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.