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The IRS has finally released its long-awaited pre-approved plan procedure (Rev. Proc. 2013-22) and the sample language (LRM, 81 pages) that accompanies the procedure. The new procedure outlines the requirements for the first-ever pre-approved plan program (prototype and volume submitter) for 403(b) plans. The procedure and the sample language are even more important in light of the announcement that the IRS will not have an approval program for individually designed plans or provide individual determination letters.
The sample language provides some important clarifications to the universal availability requirements, as well as the 20-hour exclusion and a new 415 notice requirement. In this web seminar, we discuss (using examples or case studies where necessary) all of the major changes and clarification to the 403(b) requirements. In addition, we explain the new pre-approved plan program, including reliance, submission deadlines, and the 403(b) remedial amendment period. This seminar gives you a complete overview of the new and changed rules and procedural requirements that affect 403(b) plans. For those practitioners who work with 403(b) plans, the presentation will provide vital practical information.
Topics include:
Prerequisites: There are no prerequisites or other advanced preparation for this program. However, the speaker will assume that participants understand the fundamentals of 403(b) plans.
Level: Intermediate
Instructional Delivery Method:
Group – Internet-Based
Objectives: After attending this Web seminar, an attendee should be able to:
Hardware System Requirements:
Software Requirements:
Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.