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The IRS has just issued a notice allowing safe harbor 401(k) and 403(b) plans to adopt midyear amendments, with remarkably few limitations. There are some specific requirements with detailed rules, but once understood it should be easy to use the new tools the IRS has given us.
This special 60-minute web seminar explains all the new rules, with plenty of examples and opportunity for your questions. It will likely be one of the most important web seminars of the year.
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: S. Derrin Watson, 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 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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