Navigating the Cycle 2 403(b) restatement can take time – but you don’t have to tackle it alone. Fortunately, ftwilliam.com has tools and tips to make the process the easier!
Mark your calendar and plan to join us on Thursday, May 29th at 1pm ET for Cycle 2 403(b) Restatements - What's New, What's Changed, and Some Tips Along the Way! to discover the tools and strategies ftwilliam.com offers to streamline this process and ensure compliance.
We'll be joined by the team of Steve Lloyd, Product Owner/Drafter and Andrea Miller, Drafter who will review:
- Key changes made what changed based on the IRS List of Required Modifications.
- What’s new and what’s no longer included.
- Tools to help restate your plans more efficiently.
Make sure to register today to save your seat!
CE Credit: 1 ASPPA/NIPA