This webinar focused on plan design and compliance considerations in preparation for the mandatory IRS Cycle 2 restatement deadline for preapproved 403(b) plans on December 31, 2026.
Ideal for plan sponsors and employers, this webinar answered the following questions:
- How do the new preapproved Cycle 2 documents differ from the documents adopted in 2020?
- Should an employer transition from an individually designed document to a preapproved Cycle 2 document?
- What related 457(b) and 457(f) plan design, documentation, and compliance issues should employers consider in connection with the 403(b) restatement process?
Attendees will receive a restatement checklist, a practical tool for assessing current plan compliance and identifying next steps to ensure compliance with IRS requirements.
This webinar was presented to Art Marrapese, Michael McGovern, and Shawn Chowdhury. If you would like a recording of this webinar, click here.
If you have any questions regarding this webinar, please contact Art Marrapese, Employee Benefits Practice Area chair, at amarrapese@barclaydamon.com; Michael McGovern, partner, at mmcgtovern@barclaydamon.com; or Shawn Chowdhury, associate, at schowdhury@barclaydamon.com.