Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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SECURE 2.0 Expands EPCRS to Correct Inadvertent IRA Errors
Morgan Lewis [Guidance Overview] May 23, 2023 "SECURE 2.0 notably expands EPCRS to allow IRA providers to address inadvertent failures with respect to IRAs. This is welcome news for IRA providers that, until now, have had few options for correcting inadvertent administrative errors (e.g., seeking a voluntary closing agreement with the IRS, or putting the onus on the IRA owners to apply for a private letter ruling or seek other relief)." |
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