ASPPA Webcast: Operating Under the IRS Pre-Approved Plan Document Program
Tuesday, October 30, 2018
Speaker: Richard A,. Hochman, Esq., APM, Director, Retirement Plan Consulting Services, Actuarial Systems Corporation
Experience Level for Attendees: All
IRS Program Number: CZTXU-Q-00861-18-O
Webcast Outline: Coming Soon.
We are now in the unique position that all pre-approved plan documents DC, DB and 403(b) are in play. Providers sponsoring 403(b) and DB plans are in the process of working with clients to amend and restate plans before their early 2020 deadlines. DC plans for the third restatement cycle have been submitted for IRS review. The DC plans have an entirely new look and feel as the rules for Prototype and Volume Submitter Plans have been updated and combined. This webcast discusses the issues impacting the documents your clients will be using.
1. Hear about issues other document providers are encountering while restating 403(b) and DB plan documents on behalf of clients, so you are ready to effectively deal with anything that may arise
2. Develop new strategies for working with Cash Balance and ESOP plans that are now included in the Pre-Approved Pan program, potentially opening up new business opportunities
3. Design more efficient methods for restating your client’s DC plan documents
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker
Rich Hochman is the immediate past president of ASPPA and continues to serve on its Leadership Council. He was the recipient of ASPPA’s Educator of the Year Award in 2012. He is currently the Director, Retirement Plan Consulting Services at Actuarial Systems Corporation. Rich has been involved with drafting retirement plan documents for almost four decades. Working with ASPPA GAC he spearheaded the effort to get Cash Balance arrangements into the current DB restatement Cycle. He led an industry Task Force in meetings with IRS Employee Plans Senior Staff about the future of the Pre-Approved Plan Program. Many of the Task Force’s suggestions were incorporated into Revenue Procedure 2017-41, which updated and revised the Pre-Approved Document program to make it more efficient for both the IRS and the retirement plan practitioner community. He continues to offer suggestions to the IRS to improve its program.
|ASPPA Member: $115
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