Are you ready for the 403(b) Document restatement deadline?
If March 31, 2020 still seems far away, it’s not. Your 403(b) plan must be restated into an IRS pre-approved document by that deadline to be assured it’s in compliance with current law. If not, your organization will be subject to large fines and possibly even costly audits. Making sure your plan is compliant is not difficult -- but it does require time and planning.
Join our Lunch-and-Learn webinar on Thursday, June 20 to talk about the steps you need to take between now and next March to protect your organization and your employees’ investments.
Lunch will be provided to all in-person participants.
If attending in person is not an option, join us online at:
Online participants will be able to watch and listen to the live discussion, ask questions and share comments with our panelists.
When: 6/20/2019 11:00 AM–1:30 PM
Where: 50 Rivercenter Blvd, Covington, KY 41011
Contact Info: Elizabeth Knipp