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)