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Prototype Plan Seminar

Why You Should Attend:

During the Prototype Plans 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) Regulations 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 MHC document users. Those using documents made available from other providers will benefit from the practical approach to the subjects presented.)

What you’ll learn — and how you’ll benefit

• Learn about the options available under the prototype plan and the implications of choosing different alternative plans.
• Review the different adoption agreements available, as well as the key portions of the basic plan document and how they are changed from the GUST documents.
• Learn how to incorporate, PPA plan designs.
• 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.

Class Schedule:		Registration		8:30 A.M. Day 1
		Program		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:                        14 hours

NASBA Statement:	McKay Hochman 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 sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville TN 37219-2417, Web site:  www.nasba.org
Administrative Policy:	Satisfaction Guaranteed. If you are not completely satisfied with a seminar, we will provide you with a credit toward another McKay Hochman educational program. E-mail seminars@mhco.com with your comments, suggestions or complaints.

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2008 Calendar of Classes

Dates	Where	City, State
06/17 - 06/18	DoubleTree Chicago/Schaumburg	Schaumburg, IL
	$149 Single/Double Occupancy 847-605-9222 Room cut off date: 05/16/08
08/12 - 08/13	Marriott Boston Peabody	Peabody, MA
	$129 Single/Double Occupancy 800-228-9290 Room cut off date: 07/18/08
09/9 - 09/10	DoubleTree Pittsburgh City Center	Pittsburgh, PA
	$139 Single/Double Occupancy 800-222-8733 Room cut off date: 08/09/08

Click here for fees and registration information

 

Here's How A Past Participant Evaluates MHC's Seminars...

"Excellent program. very informative and valuable."

Elaine Nunes of Mass Mutual

         "Excellent discussions."

                Steve Miller of Benefit Plan Pros Inc.