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Strongpoint Partners
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Regional Vice President, Sales MAP Retirement
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Relationship Manager for Defined Contributions KP Daybright Financial
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Combo Retirement Plan Administrator Strongpoint Partners
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Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
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MAP Retirement
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Nova 401(k) Associates
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Relationship Manager for Defined Benefit/Cash Balance Plans MM Daybright Financial
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BPAS
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BPAS
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Pattison Pension
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Retirement Plan Onboarding Specialist Compass
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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| Webinars and Podcasts |
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EPCRS UpdateASPPA [American Society of Pension Professionals & Actuaries] |
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Sept. 28, 2022 On-Demand Webinar |
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Speaker: Melissa Terito, CPA; Partner, Sentinel Pension Experience Level Of All Atteendees: Intermediate Target Audience: : TPAs, advisors, pension consultants, salespeople Keywords: late deposits, failure to follow the plan document, operational error corrections IRS Program Number: CZTXU-Q-01502-22-O Description : This webinar will provide an overview of Employee Plans Compliance Resolution System (EPCRS) procedures. We will discuss the three programs available to correct mistakes and how to choose which one is appropriate. We will also run through several case studies to give attendees practical applications of the material. Learning Objectives:
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