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Cycle-Three Document Workshop – PPD and Corbel [Corbel - Virtual]
Jacksonville, FL - 8/24/2020 - 8/25/2020


Registrations are open! Click on the title to be redirected to the online registration page.

Cycle-Three Document Workshop – Corbel - August 24-25, 2020

Cycle-Three Document Workshop – PPD - August 26-27, 2020

The Cycle-Three restatement process has begun. Each virtual workshop covers provides a line-by-line review using the prototype-formatted pre-approved Defined Contribution Adoption Agreement, as well as a review of the basic plan document. The focus is primarily on the Adoption Agreement, giving background, and offering explanations as to its use, including suggested completion of check-box and blank line options. We address new features and highlight the differences in the new pre-approved document format compared to the former prototype and the prototype-formatted volume submitter plan documents. Attendees receive a practical understanding of the FIS PPD Cycle Three pre-approved Defined Contribution document. Save time and get an early start on the Cycle Three restatement process.

Each workshop offers 10 hours of CE credits.

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