Available Until, June 16, 2022
Speaker: John P. Griffin, JD, LLM
Experience Level for Attendees: All
Target Audience: TPAs, financial institutions, administrators, advisors, attorneys, consultants
IRS Program Number: CZTXU-Q-01315-21-O
Description: Plan documents play an important role in ensuring compliance with the tax qualification rules. Whether you deal with 401(a)/(k), 403(b) or defined benefit plans, it’s vital for plan sponsors and practitioners to stay up to date on plan document issues. We’ll discuss timely plan restatements and interim amendments, options to choose from when a plan sponsor misses a document deadline and other important plan document issues.
Learning Objectives
- Learn the relevant restatement cycles for 401(a)/(k) plans, 403(b) plans and defined benefit plans.
- Understand the timing of interim amendments for the SECURE and CARES Acts and other legislation.
- Know the available correction options when a plan sponsor misses a document deadline.
Registration Deadlines:
Live: 03/08/2021
On-Demand: 03/08/2022
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Noncore,
About the Speaker:
John P. Griffin, J.D. and LL.M. (Taxation) has over 35 years of experience in the employee benefits field. Currently, John is a Principal with the ASC Institute (ASCi). Prior to joining ASCi, John was a Principal with the pension consulting firm Global Benefit Advisors, LLC, a Vice President with Pension Publications of Denver, Inc. (PPD) and a Senior Consultant with the benefit consulting practice of Coopers & Lybrand. Before entering private consulting, John worked in the Employee Plans Division of the Internal Revenue Service (IRS) as a Tax Law Specialist. John also has seven years of experience with the U.S. Department of Labor. John is a frequent speaker in the employee benefits field. John received his J.D. and LL.M. (Taxation) from the Georgetown University Law Center. John is an active member of the Colorado Bar. John has five children and lives in Colorado.
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General Information
Cancellation Policy
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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
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