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Retirement Plan Errors - Part 1: How to Avoid Mistakes

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Retirement Plan Errors: Prevention and Correction - Webinar Series

Presented by: Andrew Douglass, J.D. 

Thursday, September 17 - October 1, 2015

11:00 a.m. - 11:50 a.m. CT

Continuing Education Credits: 1 NIPA CPE Each; 1 ERPA CPE Each

 

In a perfect world, retirement plans would be administered according to plan terms and the law. However, because of increasingly complex statutory requirements, mistakes happen! In this webinar series, you will learn how to fix plan mistakes and avoid future errors. Andrew Douglass, J.D. will cover:

  • How to Avoid Mistakes – TPAs and plan sponsors together can reduce the probability of errors by setting up procedures and conducting an annual “self-audit” of their retirement plan to make sure the plan is being administered correctly.
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