Presentation

Plan Sponsor Basics: 401(k) Plan Issues

April 16, 2013

On April 16, 2013, Morgan Lewis presented the second installment of the 2013 Plan Sponsor Basics webinar series, which focuses on the day-to-day issues that many plan sponsors face in the design and operation of their retirement plans.

This webinar discussed key issues relating to the design and operation of 401(k) plans, including automatic enrollment issues, timing of plan amendments, Roth in-plan conversions, mapping of investment menus, qualified default investment alternatives, carryover elections, and allocation of forfeitures.

Panelists:
Althea R. Day | Partner, Washington, D.C.
Brian J. Dougherty | Partner, Philadelphia
Marianne Grey | Senior Benefits Advisor, Philadelphia