Prototype Plan Two-day Seminar

Class Schedule:

Registration:

8:30 a.m. Day 1

9:00 a.m. to 5:00 p.m. on Day 1

8:30 a.m. to 4:00 p.m. on Day 2

Course Level:

Intermediate

Prerequisite:

Experienced Retirement Plan Professional

CPE Credit

Why You Should Attend
During the Prototype Plan intensive two-day workshop, participants will review the approved EGTRRA version of the Defined Contribution prototype document. The document will reflect the changes made by EGTRRA and some subsequent guidance. Included will be language reflecting the final 401(k) Regulation as well as the Roth 401(k), automatic rollovers to IRAs, and other recent guidance. The program will address the major changes from the GUST-approved documents that have been available since late 2001.

Who Should Attend
Anyone actively working with document preparation, whether or not a McKay Hochman client.

(NOTE: This seminar is not exclusively for MHCO document users. Those using documents made available from other providers will benefit from the practical approach to the subjects presented.)

Curriculum Highlights

Learn about the options available under the prototype plan and the implications of choosing different alternative plans
Review the different option agreements available, as well as the key portions of the basic plan document and how they are changed from the GUST documents.
Learn about the current status of EGTRRA amendments and restatements and the deadlines that your institution or firm and your adopting employers must satisfy.
Learn about your responsibility for providing interim (i.e., required) amendments and other document compliance requirements under Revenue Procedure 2007-44.

2009 Calendar of Classes to come soon.
Click here for fees and registration information