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IRS Corrections: How to Fix a Broken Plan

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IRS Corrections: How to Fix a Broken Plan
Presented by Robert M. Kaplan, APA, CFP, CPC, QPA, ING and Avaneesh Bhagat, Internal Revenue Service
Original Date of Presentation: Wednesday, March 23, 2011
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

Description: In the real world of plan administration, fixing "broken” plans is an all too common occurrence. Even safe harbor plans are never really "safe.” When compliance issues are discovered in a retirement plan, often there is not an easy or affordable solution. The speakers in this session will review examples of acceptable correction procedures and what not to do. The issues addressed will be:

  • Failure to provide safe harbor notices both timely and to all required employees;
  • Failure to make the safe harbor contributions;
  • What corrections are permitted within the first 12 months;
  • What corrections are permitted after the first 12 months; and
  • When should you "not” self-correct.
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