AMENDING OR TERMINATING A QUALIFIED PLAN (2 OF 4)
01.Core Concepts
Amending • Amend the plan document • Revise the summary plan description (SPD) • Notify the plan participants • Summary of material modifications (SMM)
Retirement Planning
Chapter 7: Plan Installation & Administration/AMENDING OR TERMINATING A QUALIFIED PLAN (2 OF 4)
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session