2015 Retirement Plan Regulatory Update

A Multnomah Group Event 
Wednesday, September 30, 2015 

Retirement plans operate in a legal, legislative, and regulatory landscape that is constantly evolving. Keeping up with the changes that are relevant to your plan can be a daunting task for retirement plan fiduciaries. In this presentation, Amy Barber, JD will boil down this year's chief developments to date, as well as issues on the horizon that may impact your retirement plan in the future.

We'll be discussing:

• Relevant case law updates
• Mandatory restatement period for qualified defined contribution plans
• An update on the EPCRS Correction Program 
• The IRS limiting favorable determination letter program
• Audit awareness
• Issues on the horizon