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June 25, 2026

The Impending 403(b) Restatement Deadline: Plan Design and Compliance Considerations

Join us for a timely webinar 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 will answer 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. 

Thursday, June 25, 2026
Noon EDT

Presented by 
Art Marrapese
Employee Benefits Practice Area Chair

Michael McGovern
Partner

Shawn Chowdhury 
Associate

Register 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.
 

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