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 VCP and Audit CAP – When self-correction is not available, other options include voluntary correction with IRS approval (VCP), and correction during audit under a closing agreement (Audit CAP).