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This program was recorded during a live presentation on May 27, 2009.
The IRS has given us an advance look at their plans for 403(b) written documents. Those plans include both a determination letter program and a prototype program. The IRS has provided a draft Revenue Procedure outlining their ideas about that prototype program, as well as a draft of sample plan language. These draft forms give us the first solid evidence of what the future holds for 403(b) documentation after the end of the 2009 grace period.
Our Web seminar takes a close look at the drafts. We look at the limitations and the strengths of the proposed programs, and what they mean for plan documents in 2009 and beyond. As always, when there are significant developments, SunGard will provide the analysis and detail you need to make intelligent, informed decisions. Topics include:
Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Instructional Delivery Method
Group – Internet-Based
There are no prerequisites and no advance preparation required for this program.
Level - Overview.
Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration. Program related requests, questions, or concerns may be e-mailed to: email@example.com