The plan document restatement process is in full force. With it comes plan design opportunities, but plan sponsors also need to be wary of potential pitfalls. Taking an interactive approach, this webinar will discuss the types of pre-approved documents plan sponsors may use as well as some options to consider adding to the plan. Some of these options include automatic enrollment and Roth IRA conversion.
Presenters, including an ERISA attorney and two ERISA practitioners, will also share best practices for plan administration and management.
Registration is free and this course is eligible for 2 CPE credits.
CBIZ & MHM Executive Education Series:
PPA Plan Restatement – Emerging Opportunities for Pre-Approved Plans
Friday, Sept. 11, 2015, 11 a.m.-1 p.m. CDT