Speaker: Sue Diehl, QKA, CPC, ERPA, President, PenServ Plan Services, Inc.
Experience Level for Attendees: All
Target Audience: TPAs, advisors, member firms
Keywords: 403(b) plans; Restating a 403(b) Plan; Hardship Rules; Mega Back Door Roth; recent IRS guidance
IRS Program Number: CZTXU-Q-00987-18-O
Description: The start of 2019 and we are only about 14 months away from the deadline for all 403(b) employers to restate their plans. 2018 was one of those years where we saw many changes and clarifications from both IRS and DOL. We have received proposed regulations on changes in hardship distribution rules; guidance on the famous 403(b) rule “once-in, always in”; EPCU projects relating to 403(b)s and distributions; and a big uptick in IRS audits! This webcast will cover hot topics in the 403(b)/457 industry and include regulatory updates as well as refresher topics on subjects that generate frequently asked questions through TechTalk; and what the IRS has been looking at in audits. Hold on to your hats, this webcast promises to be a fast rollercoaster ride!
Webcast recordings are available for one year after their live air date.