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Webcast: PPA DC Restatements - What to Expect
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When: 9/24/2013
11:00:00 AM CT

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PPA DC Restatements - What to Expect

Presented by: Tim M. McCutcheon, JD, CPA, MBA, General Manager, Wolters Kluwer/
& Aimee Nash, Senior Writer/Analyst,
RESCHEDULED - Tuesday, September 24, 2013
11:00 a.m. – 12:40 p.m. CT
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

With the next staggered submission cycle for pre-approved defined contribution plans coming up early next year, it is certainly not too early to begin thinking about your next plan restatements.  This session will address current issues relating to document qualification, including: 

  • Pre-approval/Restatement Basics
  • What's new for PPA cycle: Trusts, Multiple Employer Plans/APAs & New determination letter procedures
  • The requirements for interim amendments - when they must be made and who can adopt them on the employer's behalf

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