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PPA Pre-approved Plan Workshop [Corbel and PPD]
Atlanta, GA - 6/19/2014 - 6/19/2014

Description

PPA Pre-Approved Plan Workshop 2015
Corbel and PPD Versions

The PPA restatement process has begun. To help practitioners get the information they need about the new PPA restatement requirements and processes, we have scheduled our PPA Pre-approved Plan Workshops through May 2015. The program provides a line-by-line review using the prototype formatted volume submitter 401(k) Adoption Agreement, as well as a review of the basic plan document. The focus is primarily on the Adoption Agreement, giving background and explanations as to its use, including suggested completion of check-box and blank line options. We address new features and highlight the differences in the Prototype and the prototype formatted Volume Submitter Plan. The seminar also includes a brief overview of the new Government Plan Volume Submitter document. Attendees get a practical understanding of SunGard’s Relius Documents PPA Defined Contribution Prototype and prototype-formatted Volume Submitter documents.

Why Two Days:
The second day will give us a greater opportunity to answer questions and to address important issues in the basic plan and the adoption agreement. Last year we presented this program as a single day seminar. We found we had enough time to discuss the adoption agreement, but had to leave the plan document alone. There are many important changes and updates in the basic plan that warrant the attention of practitioners, whether they are preparing documents or administering them.

In the last year, we've received many questions from our subscribers. This has given us a feel for the issues important to practitioners, or which may need further clarification or comment. Each document (Corbel and PPD) is presented separately in its own two-day session.

Topics include:

  • Restatement deadlines
  • Effective date provisions
  • Contribution and allocation provisions
  • Changes to cross-tested plan options
  • Beneficiary distribution options
  • Matching options
  • Automatic deferral options
  • Eligibility, exclusions and vesting
  • Earnings and trust provisions
  • Forfeiture handling
  • Participating employers
  • Multiple employer plans

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