Videos and Webcasts

403b Plan Restatement Requirements – Take Action Now

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The IRS requires that all 403(b) retirement plans be updated, or “restated,” on a regular basis to remain compliant with current laws and regulations. The current restatement period—known as the Cycle 2 Restatement—is now underway.

Our informative webinar walks through:

• What the Cycle 2 Restatement is and why it’s required
• Key deadlines plan sponsors must meet
• The risks of non-compliance
• Steps you should take now to ensure a smooth restatement process