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Employee Benefit Plans 2012


The Latest on Correcting Plan Errors - New IRS Criteria for 403(b) Plans


Apr 30, 2012 3:30pm ‐ Apr 30, 2012 4:45pm

Description

This session will provide you with the latest correction criteria for all qualified plans but also give recent IRS thinking on 403(b) best practices for correcting plan defects. This session will cover:

* case studies to illustrate the correction
* general program requirements when a problem is not covered by the program examples
* latest IRS findings on enforcement examinations for the audit side of the program - including plan disqualifications.

Speaker(s):

  • Lisa Germano, President and General Counsel, Actuarial Benefits & Design Company
  • Janet Mak, Manager, Voluntary Compliance, Internal Revenue Service

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