ASPPA Webcast: 403(b) Document Restatement Issues-OD
February 14, 2018 To February 14, 2019
Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Relius
Experience Level for Attendees: Intermediate
Description: The first 403(b) restatement period for pre-approved plans has officially begun. The IRS acknowledged that restating 403(b) plans will be more difficult than restating qualified plans and therefore provided a longer deadline. We will begin the webcast with a high-level overview of the substantive differences between 401(k) and 403(b) plans. This will help attendees understand the unique issues that may arise when restating 403(b) plans. We will then explore specific issues that practitioners are encountering as they prepare for the restatements.
Recorded webcasts are available for one year after the date of the live presentation.