Description

Errors are inevitable. Learn how to help clients correct plan qualification errors, both big and little. The IRS has understood for decades that voluntary correction of errors is efficient IRS enforcement. For that reason, the EPCRS program was created over two decades ago and has been evolving to be better ever since. This session will use case studies of common errors and corrections.

Learning Objectives

Understand tried and true approaches to correcting qualification errors from those who have had the same problems you have

Understand the best approach to correcting qualification errors in retirement plans

Speaker(s):

• Deborah Walker, CPA, National Director, Compensation and Benefits, Cherry Bekaert LLP
• Wayne R. Kamenitz, Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company