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:
- Correcting Errors under SCP – When errors occur, what common mistakes can be self-corrected without IRS involvement, how are those mistakes corrected (including examples), and what are the requirements to use the program?