403(b) Pre-Approved Plan Documents Release - Are You Compliant?
For the first time, the IRS has issued pre-approved 403(b) plan documents. Along with the release of the new documents, the IRS is providing a special remedial amendment period for certain plans. But while adopting the new document within the remedial period can correct for plan document form defects, it will not correct for operational errors. Now is the time to ensure the day-to-day operation of your 403(b) plan matches the language in your plan document. Join us to learn the important advantages for 403(b) plan sponsors who adopt a pre-approved plan document and how to identify and correct for an operational error.
Meet the Speaker
Gary Mauger has over 30 years of experience with all aspects of retirement plans. He is a founding partner of New Pinnacle Consulting Group, a firm that provides consulting and compliance services to clients in 40 states. Prior to this, he served as Senior Vice President for Pension Operations for TIAA-CREF and held a number of senior level positions in his 20-year career there. He has a BS in marketing and an MBA from Utah State University and is a Certified Employee Benefit Specialist (CEBS).
- Learning Objective: Attendees will review what is and is not included in pre-approved plan documents, as well as how to identify potential operational errors that will cause non-compliance within their plan.
- Field of Study: Finance
- Instructional Method: Group Internet Based
- Program level: Basic
- Prerequisites: None
- Advanced Preparations: None
- Recommended CPE Credits 1.0 in Finance.
All webinars are $50 per session but are FREE to anyone from a MISBO member school. Webinars are one hour in length and begin at 2pm ET
MISBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as complaint, refund, and cancellation, call the office at 404-921-3812 or please use the following link: MISBO Webinar Administrative Policies.