Getting and Keeping Your 403(b) Plan in Compliance: Practical Guidance from the Front Lines
October 16, 2013
CLE - Live Webcast
USA
Description
Keeping your clients’ 403(b) plans in compliance is more challenging than ever due to enormous regulatory changes. In this essential CLE program, experienced faculty will teach you how to handle these recent significant modifications:
-revisions to the IRS correction program, EPCRS, to cover 403(b) plan operational and plan document errors
-the recently opened IRS program that will introduce prototype and volume submitter 403(b) plans for the first time, as well as a 403(b) plan document remedial amendment period
-the IRS’ targeting of 403(b) plans for audits to enforce the final regulations, including the final controlled group regulations for tax-exempt entities
Organized by
American Law Institute Continuing Legal Education (ALI CLE)
4025 Chestnut Street
Philadelphia, Pennsylvania 19104
United States of America
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