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Advanced Case Studies in EPCRS

June 23, 2020
Recorded Online

The Ferenczy attorneys will spend time analyzing common (and some not-so-common) operational failures that occur with retirement plans and the approach for correction. Understanding how to present to your client the scope of the issues and what the risk / reward equation might look like for self-correcting versus filing with the IRS.

Included in this, Ferenczy attorneys will talk about VCAP, the other IRS correction program, and when it might be appropriate. Using real case studies, the discussion will go past theoretical and get right to the heart of actual operations.

Presented by:

  • Ilene H. Ferenczy, J.D., CPC, APA, Managing Partner, Ferenczy Benefits Law Center
  • Alison J. Cohen, J.D., CPC, Partner, Ferenczy Benefits Law Center
  • Adrienne I. Moore, Esq., Associate, Ferenczy Benefits Law Center

100 minutes (2 hours CE for ERPA / NIPA / ASPPA)

Please note that you must access the live video portion of the webcast to get CE credit. Merely listening on a call-in line or watching a webcast recording is not sufficient.

Slides (3 per page) | Slides (2 per page)

More Information, How to Register

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