3-B-3 - Retro Adoption/Amendments

Prior to 2020 qualified plans were required to be adopted prior to the employer’s year end. With the Secure Act, plans can now be adopted post tax year end. How do you implement a retroactive DB Plan, how is it established and what challenges are there with existing plans? The speakers discuss the many planning and compliance issues with plans adopted after the end of the employer’s tax year.

Speakers:

Tiffany Laurel Myers

Future Plan/ Ascensus LLC

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 0.00