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

Description

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.

If you have any questions, please email retirement.education@fisglobal.com.

 


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