Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Definiti logo

Retirement Plan Consultant

Cetera Retirement Plan Specialists
(Telecommute)

Cetera Retirement Plan Specialists logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)

DWC - The 401(k) Experts logo

401(k) Client Support Specialist

401K Generation
(Altamonte Springs FL)

401K Generation logo

Defined Contribution Plan Administrator

The MandMarblestone Group, llc
(Telecommute / Philadelphia PA)

The MandMarblestone Group, llc logo

Retirement Plan Manager / Senior Administrator

Southern Pension Services
(Tampa FL)

Southern Pension Services logo

Director of Business Development

ERISA Pros, LLC
(Atlanta GA)

ERISA Pros, LLC logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

The Dirty Dozen: Correcting Commonplace Errors [2016]

FIS Relius Education

Nov. 22, 2016
Recorded Online
Webcast
It's an old phrase: "Nobody's perfect." No plan is perfect either. Mistakes happen. And no matter how they happen, things have to be put right or the plan is at serious risk. This web seminar takes an in-depth look at the dirty dozen, the most common retirement plan compliance mistakes. The IRS has identified many of these as being frequent errors they regularly encounter in audits. We examine what the IRS has said and why these errors happen, and look at strategies for both prevention and cure.

Topics Include:
** Correction Program Fundamentals
o EPCRS (IRS)
o VFCP (DOL)
o DFVC (Late 5500)
** Failed ADP/ACP Tests
** Letting Employees in Too Early (or Letting in Employees Who Should ** ** Have Been Excluded Altogether)
** Deferral Errors and Letting Employees in Too Late
** Incorrect Withholding (Wrong Amount or Not At All)
** Failure to Withhold Loan Repayments
** Late Deposits
** Computation Errors on Distribution
** Late Required Minimum Distributions
** Invalid Hardship Distributions
** Failure to Give Notices (Especially Safe Harbor Notice)
** Lack of a Fidelity Bond
** Late Amenders

Prerequisites:
There are no prerequisites or advance preparation for this program. .

Level: Intermediate - Overview
Instructional Delivery Method: Group – Internet-Based
NASBA Field of Study: Taxes
Speaker: S. Derrin Watson, J.D.
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives:
** After attending this Web seminar, an attendee should be able to:
** Explain and use the various IRS correction programs
** Correct classify plan qualification failures
** Propose a correction for a given failure

More Information, How to Register

© 2020 BenefitsLink.com, Inc.