Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be.

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Presentation transcript:

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at The U.S. Congress has full authority to change the laws that govern your Strategic Affluence 401k plan. Additionally, the Department of Labor has full authority to write new regulations that affect your plan.

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at It is 100% mandatory that your plan be maintained so that it is structurally compliant with the law at all times.

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at As part of your membership in the monthly Strategic Affluence 401k program, Mr. Berry has responsibility for maintaining the compliance of the form of your plan. Nearly every year, the government modifies or adjusts the terms of law that govern your Strategic Affluence 401k plan…

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at …and it is critical and necessary for your plan to be adjusted to comply with these frequent changes. Failure to make sure your plan complies can have dire consequences, as David Swan recently discovered:

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at The IRS declared that Mr. Swan’s 401k plan (which was not a Strategic Affluence 401k nor was it maintained by Mr. Berry) failed to meet the updated requirements and imposed a substantial tax penalty on Mr. Swan’s 401k plan.

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at Mr. Swan sued the IRS in U.S. Tax Court (docket no X) with the belief that his plan – which had not been updated to comply with recent changes in the law – was still in compliance with all appropriate rules.

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at Mr. Swan lost this case rather decisively, resulting in a retroactive revocation of all tax benefits he’d received from his 401k plan.

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at This was a huge disaster for Mr. Swan, who would have entirely avoided the problem if only his documents were properly maintained each year.

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at Maintaining this type of compliance is very simple, and requires nothing more than your remaining a member in good standing of the monthly Strategic Affluence 401k program…

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at …This requires virtually none of your time. Simply sign the amendments as you receive them from Mr. Berry and file them with the rest of your Strategic Affluence 401k plan documents.

Ongoing Requirements This material is copyright © 2013 by SSEN LLC and is used under license by Strategic Affluence LLC. This presentation is not to be construed as legal or professional advice and is subject to terms and conditions posted at Doing so will keep your Strategic Affluence 401k in structural legal compliance… and you can rest easy!