Southern Retirement Plan Conference
Atlanta, GA - 4/24/2014 - 4/25/2014
Agenda
View and print the agenda.
Learning Objectives – Depending on the concurrent sessions you choose to attend, after the conference you should be able to:
- Identify the different options for designing a cross-tested plan
- Determine the advantages of a TPA being a 3(16) plan administrator
- Correct a failure to restate or adopt an interim amendment timely
- Determine which policies a plan needs to have to properly govern a plan
- Resolve loan failures
- Identify provisions that should be included in a service agreement
- Explain recordkeeping requirements of in-plan Roth rollovers
- Determine when a rehired employee re-enters the plan
- Prepare for and IRS or DOL audit
- Explain plan design options for a group of related employers