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