Webinars

Upcoming

Q4 Plan Sponsor Webinar

Plan Amendments and Restatements

November 4th 1:00 PM CT

Retirement plans are on a six-year restatement cycle with the IRS, which means that every six years, plan sponsors require support restating their document. In some cycles, additional support will be required to keep up with changes from major legislation such as SECURE 2.0. This program will explore the basics of retirement plan documents along with the more advanced considerations for the upcoming restatement cycle to help retirement plan service providers and their plan sponsors be prepared for what’s to come.

Attendees can earn 1 hour of SHRM and PSCA CE credit.

Strategic Retirement Partners (SRP) is a leading national team of retirement plan-focused financial advisors. Let’s talk about your company’s retirement plan needs.

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