Wednesday, February 14, 2018
2:00 - 3:40 p.m. ET
Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Relius
Experience Level for Attendees: Intermediate
IRS Program Number: CZTXU-Q-00812-17-O
Webcast Outline: Coming Soon.
The first 403(b) restatement period for pre-approved plans has officially begun. The IRS acknowledged that restating 403(b) plans will be more difficult than restating qualified plans and therefore provided a longer deadline. We will begin the webcast with a high-level overview of the substantive differences between 401(k) and 403(b) plans. This will help attendees understand the unique issues that may arise when restating 403(b) plans. We will then explore specific issues that practitioners are encountering as they prepare for the restatements.
1. Explain to your clients the significance of the remedial amendment period and why their plans need to be restated
2. Begin preparing a process for obtaining the information needed to complete the restatement
3. Inform clients about operational changes that will result from the plan restatements
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker:
Robert Richter is a vice president with FIS Relius. He manages the consulting department and is instrumental in authoring and supporting the FIS retirement plan documents. Robert is a frequent lecturer and author on matters involving qualified retirement plans and cafeteria plans. He served as President of the American Retirement Association (2017 and in 2012 (when it was the American Society of Pension Professionals and Actuaries). Robert is a member of numerous other organizations, including the Florida Bar and the American College of Employee Benefits Council.
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