Concurrent Session Onsite and Online
EBP2445. Plan Document Options and Mandatory Nuances - Pre and Post SECURE
Keys to document compliance include knowing what is mandatory, what is discretionary and in the case of legislation, when documents must reflect both and adoption dates.
Learning Objectives:
- Identify what to look for in plan document amendments to reflect current operations during the remedial amendment periods available to Prototype and due dates for Individually Designed Documents.
- Evaluate why compliance may be affected when the IRS does not provide sample language for mandatory amendments.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Advanced
Prerequisites
4-5+ years in the profession
Advanced Preparation
None
