EPCRS Case Studies: Fixing Broken Plans

ASPPA [American Society of Pension Professionals & Actuaries]

Explore how Secure 2.0 has changed plan correction rules, when IRS approval is required, and what it takes to fix both common and complex issues in DC and DB plans.

Ever wonder how to fix a broken retirement plan? Since practically all plans will confront mistakes and errors at some point, listen to this engaging session tailored for third-party administrators on how to correct. We'll unpack the latest on Self-Correction after Secure 2.0, explore real case studies on both defined contribution and defined benefits plans, and untangle plans so that they don’t end up being disqualified by the IRS. Plus, get clarity on when you can fix the problem without IRS approval and when you need to submit through VCP. Packed with actionable insights and technical know-how, this session is your roadmap to mastering plan operational and document failures.

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