Meeting Details

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ASPPA Webcast: Plan Document Issues for 2022 - OD
June 30, 2022 To June 30, 2023
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
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.

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