Tax-Qualified Retirement Plans: Amendments and Other Year-End Action Items

October 12, 2010

In this webcast, Morgan Lewis partners Lisa H. Barton and John G. Ferreira outlined potential required 2010 year-end qualified retirement plan amendments and participant notices.

Topics discussed included:

  • Required-law amendments
  • QDIA and safe-harbor 401(k) notices
  • Other required communications
  • Early 2011 deadline matters (e.g., Cycle E filings, benefit restriction notices)