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Plaintiff Proof Your Cycle 3 DC Plan Restatement

The IRS has taken the trust/custodial provisions out of the Cycle 3 DC pre-approved plan process and will not rule on ERISA Title I language. This creates an opportunity to mitigate risks by customizing language in pre-approved documents without jeopardizing reliance. We will cover ideas for the types of provisions that could be added such as arbitration provisions, indemnities, shortened statutes of limitation and other non-tax related provisions.

Handout Material:

10 Questions to Ask Before Signing That New Service Agreement

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

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