FIS Relius |
About Us | Support | Products and Services | News | Training | Events | Contact Us | Links | Search | Sitemap |
Home / Events / FIS Relius | Welcome! Log In or Register |
This program focuses on plan design concepts and some of the issues that should be considered in the process. This program is not tied to any particular document. Rather, it illustrates approaches and pitfalls that can be used with any plan document. It also will show you the strengths and weakness of new design theories involving after-tax employee contributions. In addition, there will be plenty of opportunity to ask questions and get feedback from a nationally known speaker who assists in writing preapproved plan documents and knows the ins and outs.
Topics include:
NOTE: Back-to-back scheduling! The Restatement and Design Workshop is on the next day following the Plan Corrections: Fixing the Broken Plan Workshop. A multi-program registration discount is offered for those who wish to attend both programs at the same location. Attend both Workshops - Fixing the Broken Plan and Restatement and Design – and enjoy the multiple-program discount, an additional $50 savings!
Prerequisites
There are no prerequisites for this program. The speaker will assume that attendees have a general understanding of the operation of 401(k) and other retirement plans.
Who Should Attend
This is a course specifically for anyone involved in designing new plans or restating old plans. It will also be invaluable for professionals who advise employers on the effect of plan document choices. The program provides plan administrators, recordkeepers, attorneys, accountants, consultants, and trust officers a broad understanding of the concepts and problem areas in plan design and restatement.
Level: Intermediate
Instructional Delivery Method
Group – Live
Objectives
Upon completion of the course, attendees should be able to: