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PPA DC Restatements - What to Expect

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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,
Original Presentation Date: Tuesday,  August 27, 2013
Continuing Education Credits: 2 NIPA 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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