Navigating the Cycle 2 403(b) restatement takes time, but you don’t have to tackle it alone. Fortunately, ftwilliam.com provides tools and tips to simplify the process.
On May 29th, ftwilliam.com hosted Cycle 2 403(b) Restatements - What's New, What's Changed, and Some Tips Along the Way, where attendees explored strategies to streamline restatement and ensure compliance.
Steve Lloyd, Product Owner/Drafter, and Andrea Miller, Drafter, provided insights on:
- Key changes based on the IRS List of Required Modifications
- What’s new and what’s no longer included
- Tools to restate plans more efficiently
If you missed it, be sure to check out available resources from ftwilliam.com to stay informed!
