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The Dirty Dozen: The Most Common Plan Mistakes and How to Fix Them.
100 minutes (2 hours CE for ERPA/NIPA/ASPPA)
Presented by: Ilene H. Ferenczy, J.D., CPC, APA, S. Derrin Watson, J.D., APM and Alison J. Cohen, J.D., CPC.
Mistakes happen. And when it comes to retirement plans, they happen a lot. The complexity of plan terms and designs, the volumes of legal requirements, employer unwillingness or inability to follow clear directions, and our mutual capacity to mess up guarantee that there will be failures. We’re human. Mistakes happen. Fortunately, the IRS and DOL have provided toolkits which enable us to patch up most flaws. This special webcast will bring together the authors of the upcoming Plan Correction eSource to address the twelve most common retirement plan blunders and provide step by step instructions for making things right again. From overpayments to missed deferrals, from late deferrals to late returns, this program will walk you through the available corrections with practical suggestions and a wealth of experience.

Feb 27, 2020 02:00 PM in Eastern Time (US and Canada)

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