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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
Plan Corrections Workshop: Self-correction and SECURE 2.0 ChangesASPPA [American Society of Pension Professionals & Actuaries] |
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Sept. 20, 2023 - Sept. 21, 2023 On-Demand Webinar |
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Speaker: Stephen Forbes, J.D., LL.M., President, Forbes Retirement Plan Consulting Description: If there is one truth about retirement plans, it is difficult to satisfy all the requirements. Regardless of how careful we are, the rules are too numerous and complicated not to experience an occasional failure. Fortunately, the IRS recognizes that mistakes happen and has provided correction procedure – EPCRS (Rev. Proc. 2021-30). In SECURE 2.0, Congress has mandated the IRS expand the self-correction methods (Notice 2023-43). In this webcast, we will explain (using examples) the correction procedure. In addition, using practical case studies, we will illustrate how to apply the correction methods to resolve some difficult plan failures. (Please see section below Registration/Continuing Education for a full agenda.) Learning Objectives:
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