1.00 ASPPA Credit
1.00 JBEA Non-Core
Speaker: John P. Griffin, J.D., LL.M. ASC Institute
Experience Level for Attendees: All
Target Audience: TPAs, financial institution staff, administrators, Recordkeepers, advisors, attorneys, all document providers
Keywords: retirement plan document update, plan restatements, interim amendments, pre-approved plan documents, defined contribution plans, defined benefit plans
IRS Program Number: CZTXU-Q-01484-22-S
Description: Plan documents play an important role in ensuring compliance with the tax qualification rules. Whether you deal with 401(a)/(k) plans, defined benefit plans, 403(b) plans or 457(b) plans, keeping up-to-date on plan document issues is vital for plan sponsors and practitioners. In this webcast, we will discuss timely plan restatements and interim amendments, options when a plan sponsor misses a document deadline, and other important plan document issues.