At The Podium
Revise-Review-Restate: A ‘How-to’ Guide for Retirement Plan Sponsors
2015 Cornerstone Credit Union League HR Conference
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![]() John Papahronis |
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During the 2015 Cornerstone Credit Union League HR Conference, employee benefits attorney John Papahronis explains how the defined contribution retirement plan restatement cycle and pre-approval process works and what due diligence must be exercised by employer-sponsors before the IRS-imposed deadline. Topics include:
- Key changes mandated by law
- What a plan sponsor needs to look for in reviewing updated pre-approved plan documents
- Considerations in comparing a plan’s administrative practice with the provisions of the plan document. Do they match up?
- Common costly mistakes
- Key issues in agreements with service providers
- Deadline for adopting pre-approved plan documents
June 9, 2015
Skirvin Hotel
Oklahoma City, Oklahoma
Skirvin Hotel
Oklahoma City, Oklahoma