Our session at the ASPPA Annual Conference, “Plan Provisions that Should Come with a Surgeon General’s Warning,” will focus on plan designs and plan provisions that should be reviewed, and in some cases, avoided.
While it is true that safe harbor 401(k) plans are free from the testing of deferrals and, in most cases, matching contributions, it is also true that there are potential pitfalls that may jeopardize the plan’s qualification status. Our session on Monday, Oct. 27 at the ASPPA Annual Conference will highlight common errors and suggested corrections of which practitioners need to be aware.
The benefits and legal communities have lost one of the stalwart champions of the private retirement system — Alvin D. Lurie, who passed away Nov. 17 at age 92.
ASPPA’s IRS Q&A subcommittee is gathering questions for the Defined Contribution IRS/Treasury Question & Answer general session at this October’s Annual Conference.
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