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This series provides education and commentary on plan designs and the restatement process. It focuses on legal principles which can apply to any plan, rather than on the specifics of any one plan document. As always we look forward to answering attendee questions, whether submitted ahead of time or during the program.
All sessions will be recorded and available for purchase. Due to the inability to track attendance, however, a Letter of Participation is not provided for recorded events.
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Restatement Perspectives 12: Maximizing Forfeiture Flexibility
Forfeitures have been getting a lot of focus from the IRS. This program takes a close look at the issues surrounding forfeitures and the design opportunities you can use to address those issues.
Topics include:
Prerequisites: There are no prerequisites or advance preparation for this program. The instructor will assume attendees are familiar with preapproved plan documents and with the operation of 401(k) plans.
Level: Intermediate
Instructional Delivery Method
Group – Internet-Based
Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After attending the presentation, you should be able to:
Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.
Program Schedule (Eastern Time)
Monday, November 3, 2014
12:00 noon to 1:00 p.m. Eastern Time
(11:00 a.m. CT; 10:00 a.m. MT; 9:00 a.m. PT)
Program related requests, questions, or concerns may be e-mailed to: relius.education@sungard.com.