ASPPA Webcast: 403(b) Document Restatement Issues

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.

   

Description: 
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.

Key Takeaways:
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

Registration Deadlines: 
Live: 2/14/2018
On-Demand: 2/14/2019

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.

Individual Viewer Additional Viewers 
ASPPA Member: $115 ASPPA Member: $45
Non-Member: $190 Non-Member: $70

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

  • Click here to download a registration form.
  • Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 
  • E-mail: E-mail your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org


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