New IRS Guidance Affecting 403(b) Plans: Your 403(b) Plan and the IRS’s Plan Document Program

Thursday, July 11, 2013
12:00 PM - 01:00 PM ET

Effective in 2013, the IRS produced two pieces of long-awaited guidance for 403(b) plan sponsors and administrators: the expanded Employee Plans Compliance Resolution System (EPCRS) and the new 403(b) pre-approved plan program.

Please join us for part two in our two-part webinar series to discuss how 403(b) plan sponsors may now take advantage of EPCRS to remedy mistakes and avoid plan disqualification in the same way that qualified retirement plans use EPCRS. In addition, our panelists will address how a plan sponsor will soon be able to adopt a prototype or model plan document that has been reviewed and approved by the IRS, providing the employer assurance that its plan meets the IRS's document requirements.

Topics to be discussed in the second webinar include:

  • Revenue Procedure 2013-22, which describes the IRS's new pre-approved 403(b) plan program

Thursday, July 11, 2013
12–1 pm ET

Amy Pocino Kelly | Partner, Philadelphia
Gregory L. Needles | Partner, Washington, D.C.
Christina Payne-Tsoupros | Associate, Washington, D.C.

CLE Credit:
CLE credit in FL, IL, NJ, NY, PA, TX, and VA is currently pending approval.

MCLE Credit: These activities have been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of one (1.0) hour for each webinar. Morgan, Lewis & Bockius LLP, Provider No. 4730, certifies that these activities conform to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.

For more information, contact Olive To at 215.963.5116 or oto@morganlewis.com.