EPCRS Overview and Case Studies

ASPPA [American Society of Pension Professionals & Actuaries]

Speaker:  Kizzy Gaul , Esq., CPC, QPA, QKA, TGPC, Director, Regulatory Services, Prudential Retirement

Experience Level for Attendees: All

Target Audience:  TPAs, Administrators, Recordkeepers

IRS Program Number: CZTXU-Q-01340-21-O

Description:  Join us for an in-depth review of the Employee Plans Compliance Resolution System (“EPCRS”). We’ll cover general correction principles, under which circumstances each program would apply and how to present correction options to plan sponsors. Case studies will provide practical insight into how to apply EPCRS guidance.

Learning Objectives

1. Highlight the correction programs available under EPCRS and under which circumstances each  program would apply.     
2. Apply EPCRS guidance to reduce the administrative burden of correcting certain plan failures.
3. Communicate EPCRS correction options effectively to plan sponsors.

About the Speaker:

https://www.linkedin.com/in/kizzy-gaul/

More Information, How to Register