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Employee Benefit Plans 2012

Plan Documents - What You Need to Keep the Plan Qualified

May 2, 2012 8:10am ‐ May 2, 2012 9:25am


The IRS provides an annual list of plan language requirements that plan sponsors must adopt to keep the plan qualified. Come hear directly from the head of the IRS in this area to explain why the IRS requires this language and also the new policies they are considering. Learn:

* where to find the annual list of language updates

*what to do if you fail to adopt language in a timely manner

* when the plans should have been updated for recent legislation - a checklist for you to maintain.


  • Lisa Germano, President and General Counsel, Actuarial Benefits & Design Company
  • Janet Mak, Manager, Voluntary Compliance, Internal Revenue Service

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