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ASPPA Webcast: Mid-Year Changes to Safe-Harbor 401(k) Plans: New Rules Under IRS Notice 2016-16

ASPPA Webcast: Mid-Year Changes to Safe-Harbor 401(k) Plans: New Rules Under IRS Notice 2016-16   
Available Through February 23, 2017

Speaker: Craig P. Hoffman, Esq., APM, General Counsel, American Retirement Association

IRS Program Number: CZTXU-Q-00614-16-O

   

Click here for webcast outline.

Description: 
Safe harbor 401(k) plans are extremely popular with both plan sponsors and participants.  A lingering concern that has hung over these plans, however, has been what types of changes could be made once the plan year has begun.  The IRS asked for comments on this topic almost nine years ago and ASPPA GAC has filed five different comment letters in response.  IRS guidance has finally arrived in the form of IRS Notice 2016-16 and it is good news!  Craig Hoffman, General Counsel for the American Retirement Association, will cover this guidance and related information in a webcast that should not be missed if you work with safe harbor 401(k) plans.

Key Takeaways:
1. Differentiate between permissible and impermissible mid-year amendments
2. Find out when updated safe harbor notices are required
3. Identify safe harbor designs that provide plan sponsors flexibility
4. Determine the optimum options for exiting or terminating a safe harbor 401(k) plan midyear

Registration Deadlines: 
On-Demand: 02/23/2017

CE Credit: 2 ASPPA, 2 ERPA, 2 JBEA Non-Core

About the Speaker:

Craig Hoffman, Esquire, APM, is General Counsel and Director of Regulatory Affairs for the American Retirement Association.  He has previously served ASPPA as President, Co-chair of the Government Affairs Committee and Co-chair of the Political Action Committee. Prior to joining ARA, Craig served as General Counsel for SunGard Relius LLC., and before that, was in private practice, specializing in the areas of taxation, ERISA, and employee benefits. He received both his J.D. and his LL.M. in Taxation from the University of Florida.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]