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In a significant policy change, the IRS has issued a guidance allowing safe harbor 401(k) and 403(b) plans to adopt midyear amendments, with remarkably few limitations. Some specific requirements and limitations remain, but the new rules should generally enable practitioners and plan sponsors to safely amend plans to meet their administrative and business requirements. This web seminar reviews the new rules and practical examples. For professionals working on safe harbor 401(k) plans, this seminar includes highly useful information.
Topics include:
The speaker will assume that attendees understand the operation of safe harbor 401(k) plans. A minimum of one year experience is highly recommended.
Level: Intermediate. Instructional Delivery Method
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.
Objectives: At the conclusion of the seminar, attendees should be able to:
How to participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and a Windows-based PC with Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.
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