Jan 7, 2021

WEBINAR: Off to the Races! Restatement Season Opens for Defined Contribution Plans

Updated: Jan 28, 2022

On Thursday, January 7th, Boutwell Fay hosted the webinar “Off to the Races! Restatement Season Opens for Defined Contribution Plans.” This informative and timely presentation by Sherrie Boutwell and Kathleen Salas Bass discussed restate pre-approved defined contribution plans such as 401(k), profit sharing, and money purchase pension plans. This webinar is designed to guide you through the process and discuss some of the hurdles to watch for.

Reference Articles:

10 Question to Ask Before Signing That New Service Agreement

We're Off to the Races: Restatement Period Opens for Pre-Approved Defined Contribution Plans

To VCP or Not to VCP? (Part I)

If you have any further questions, please feel free to reach out to either of our presenters. For more information, please email attorneys@boutwellfay.com