Orange County Breakfast Forum: Navigating Pre-Approved Plan Documents

  • 07 Mar 2019
  • 11:30 AM - 1:00 PM
  • Capital Group, 6455 Irvine Center Drive, Irvine, CA

Breakfast Forum:


Navigating Pre-Approved Plan Documents


Meet us at American Funds Campus, 6455 Irvine Center Dr, Irvine

Doors open at 11:30 a.m. for check-in, lunch and networking.

  
Our Presentation:

  • Learn what you can – and cannot do - with a pre-approved plan
  • Understand the impact of modifications to a pre-approved plan
  • Understand key issues on the current restatements of pre-approved DB and 403(b) plans
  • Become aware of the changes for the next cycle for DC plans
  • Be able to apply the interim amendment rules by using the new hardship rules as an example
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