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ASPPA Webcast: 403(b) Document Restatement Issues-OD
2.00 ASPPA
Format:
Recorded Webcast
Date:
February 14, 2018 To February 14, 2019
Credits:
2.00 ASPPA
2.00 ERPA
2.00 JBEANC

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.

  • List Price: $190.00 USD
  • Member Price: $99.00 USD
 
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2.00 ASPPA

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ASPPA Webcast: 403(b) Document Restatement Issues-OD