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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

401(k) Hot Topics

ASPPA [American Society of Pension Professionals & Actuaries]

Oct. 11, 2022
On-Demand
Webinar

Speaker: Kizzy M. Gaul, Esq., CPC, QPA, QKA®, TGPC, CIP – ERISA Attorney, Ascensus

Experience Level Of All Atteendees: Intermediate

Target Audience: :   TPAs, Recordkeepers, Administrators

Keywords:  Cycle 3, Restatement, Long-Term Part-Time, SECURE Act, CARES Act, W-4R

IRS Program Number: CZTXU-Q-01504-22-O

Description :  

It has been another busy year for 401(k) plan developments. Learn about the following hot topics as we gear up for 2023.

  • The new IRS 90-Day pre-examination compliance pilot
  • Correction options for a missed cycle 3 restatement
  • SECURE and CARES Act amendment extensions and anti-cutback guidance
  • Required withholding form changes for 2023 and the introduction of Form W-4R
  • The rules for and benefits of retroactive plan and Safe Harbor plan adoption

Learning Objectives: 

  • Describe the 90-Day pre-examination compliance pilot and adapt audit conversations with plan sponsors.
  • Identify opportunities for retroactive plan or Safe Harbor adoption.
  • Prepare for the introduction of Form W-4R for withholding.

More Information, How to Register