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Pre-approved Defined Benefit Plan Workshop
Chicago, IL - 11/7/2018 - 11/7/2018

Agenda
The Preapproved Defined Benefit Workshop provides a line-by-line review using the prototype formatted (i.e., adoption agreement and basic plan document) volume submitter document plan. 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. An extra emphasis will be provided on new features, such as cash balance provisions.

View/Print the 2018 Pre-approved Defined Benefit Plan Workshop Agenda.

If you have questions or need more information, please send an email to relius.education@fisglobal.com