NOTICE OF CHANGE FOR SEMINAR REGISTRATIONS:
To register for Relius Education seminars and conferences, please login or register for a new login account before proceeding. For more information, please see the Benefits of a Relius User Login Account. For assistance, please contact Client Services at 800-326-7235, and select Option 6.

Defined Benefit Plan Document Workshop – A 2-Part Program [2019]
Date: 6/17/2019 Start Time: 2:00 PM (ET) Duration: 200 Min.

Description

The pre-approved defined benefit plan restatement period has begun. Perhaps the most notable change is that this is the first time the IRS has permitted cash-balance provisions to be included in a pre-approved plan, but there is more. Plan sponsors using pre-approved plan have until April 30, 2020 to restate their plan documents.

The program provides a line-by-line review of the Adoption Agreement as well as a review of key provisions in the Basic Plan Document. The focus is primarily on the Adoption Agreement formatted volume submitter plan, giving background and explanations as to its use, including suggested completion of check-box and blank line options. Attendees receive a practical understanding of the FIS pre-approved defined benefit plan document.

Topics include:
  • The pre-approved defined benefit plan remedial amendment period and deadlines
  • Restatement prior to plan termination
  • Impermissible provisions
  • The impact of modifications to the pre-approved document
  • A detailed review of the DB Adoption Agreement
  • Highlights from the DB Basic Plan Document
Program Schedule (Eastern Time):
  • Day 1: Monday, June 17, 2019, at 2:00 pm ET (100 min.) [New Time]
  • Day 2: Tuesday, June 18, 2019, at 12:00 pm ET (100 min.)
Prerequisites:

There are no prerequisites for this program however, participants should come with a basic understanding of qualified retirement plans. Attendees should have at least one year of experience working with plan documents.

Level: Intermediate
Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After attending this Web seminar, attendees should be able to:

  • Understand the unique issues associated with defined benefit plan documents
  • Complete the adoption agreement to reflect intended plan designs (typically determined by the plan’s actuary)
  • Select the proper effective date for the document
  • Interpret key provisions in the Adoption Agreement and Basic Plan Document, and more

How to participate

Please connect at least 10 minutes prior to the event to troubleshoot any issues. You will need a phone and internet access. The graphics presentation and illustrations will be viewed via the web connection, while the presenter's audio portion will be via the 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.

System Requirements for Webex

WebEx supports both Windows and Mac operating systems. For Windows, we recommend using Internet Explorer 11 or Microsoft Edge browsers. For Mac, we recommend using Google Chrome or Mozilla Firefox browsers. For the easiest connection to the event without the need to download any additional software, try the new Webex web app by clicking on the "Join by browser" link below the login fields. Then connect by telephone as prompted.

All ownership and intellectual property rights in and relating to this website and all of its contents or any copies thereof, including but not limited to copyrights, logos, trademarks, service marks, design, text, videos, sound recordings, images, links, graphics, code, concepts and themes are owned by FIS and/or its subsidiaries (collectively "FIS") or used under authorized license by FIS. Any recording, reproduction, transmission, distribution, publication, performance, broadcast, hyperlink, creation of derivative works or other use in whole or in part in any manner without the prior written consent of FIS is expressly prohibited. Without the prior written consent of FIS, you shall not insert a hyperlink to this website or any part thereof on any other website or "mirror" or frame this website, any part thereof, or any information or materials contained in this website on any other server, website or webpage.

 


Event Details
Description
Course Materials
Continuing Education
Fees
Call Me

Hidden Event
Registration Is Unavailable

Already Registered?
Web Seminar Login