Managing Your School’s Retirement Plan: What you need to know about the IRS-required restatement of your 403(b) retirement plan

Thursday, February 21, 2019 at 11:00 AM – 12:00 PM CST

Kelsey Mayo, Attorney for Employee Benefits, from Poyner Spruill LLP will present.

403(b) plans are unique (and some say quirky)! Nearly all 403(b) plans need to be restated by March 31, 2020. The IRS has set particular requirements for this restatement, and unintentional errors can result in hefty sanctions and/or expensive remediation. We’ll take a look at what is required for your 403(b) retirement plan as well as common errors that occur in restatements, how they often happen, and how to avoid them. Key Takeaways:
1. Understand what is required for your 403(b) plan restatement
2. Identify common pitfalls and implement best practices to avoid them

This webinar is provided free for AASPA members. Non-AASPA members who register and attend this webinar will be invoiced $25 following the event. Not a member of AASPA or don’t know? Contact us at 913-327-1222 or [email protected]

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