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FAQs Regarding Restatements and Individually Designed Plans
With the pending April 30, 2016 deadline to complete plan document restatements for the Pension Protection Act (“PPA”), questions abound regarding plan documents and the restatement process. Add to the mix the issues raised by the IRS’s recent announcement that they will be no longer provide determination letters to individually designed plans (“IDPs”) except upon initial qualification and plan termination, and plan documents are a hot topic. This web seminar examines the very topical issues surrounding pre-approved document restatements and IDPs.
Topics include:
There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of plan documents.
Level: Intermediate. Instructional Delivery MethodSpeaker: David Schultz, J.D.
Objectives: After attending this Web seminar, an attendee should be able to:
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