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ERISA 06: A Review of the ASPPA IRS Q&A Discussion

FIS Relius Education

Dec. 28, 2015
Recorded Online

[Recorded online and available for purchase.]

The IRS Defined Contribution Question and Answer Session at the ASPPA Annual Conference can be very enlightening. At the session, representatives from the IRS and Department of Treasury offer answers and insights into complex, but practical questions that plague retirement plan practitioners. While the answers provided reflect only the personal opinions of the speakers – and not formal (or even informal) guidance – the answers provide useful insights into the thinking of our regulators. This fast-paced hour will highlight the most interesting questions and answers from this year’s session.

Topics include:

  • Benefits, rights, and features testing
  • Hardship distributions (home purchase falls through)
  • Use of QNECs to correct ADP failures
  • Mid-year amendments to safe-harbor plans
  • Compensation definitions
  • EPCRS Corrections

Continue by clicking on the following link:

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