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Do you already know the basics of 401(k) plans, and want to move on to the nitty gritty? There are so many rules, that it is impossible even for a very experienced practitioner to remember them all. Each installment in this series will present a one-hour focused look at a single topic affecting 401(k) plans and provide the information practitioners need to know to be sure they are fully assisting the companies and participants they serve. You can brush up on a single topic, or view the whole set, either as a live seminar, where you can ask questions, or as an archived presentation on your own schedule. Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series will cover the following:
401(k) Plans: Beyond the Basics Web Series
401(k) Beyond the Basics Series 01: IRS and DOL Correction Programs: More than Alphabet Soup
Sometimes it seems like the only error free plans are the ones set up in the last week. There are so many things that can go wrong, that errors are bound to creep into the most carefully maintained plans: late filing, late amendments, operational failures, fiduciary breaches, prohibited transactions, and more. And fortunately, the IRS and DOL have programs which can bring you back in compliance, often for free or very limited filing fees.
But knowing which program to use where is a frequent challenge. There’s so many initials: DFVC, VCP, SCP, VFCP, and some that are known only by numbers, such as PTE 2002-51. This web seminar will review all the different programs, explain their uses, and detail their requirements. Topics include:
Note: this program will not have sufficient time to detail correction methods. We recently completed a Web Series called "Practical Corrections", a 6-part series, that addresses correction methods in depth. view and register for the archived version, here: Archived Web seminar list.
Prerequisites: There are no prerequisites or other advanced preparation for this program. The instructor will assume attendees have a general familiarity with the qualified plan requirements, and a minimum of two years of experience in dealing with qualified plans.
Level: Intermediate
Instructional Delivery Method: Group – Internet-Based
NASBA Field of Study: Taxes
Speaker: S. Derrin Watson, J.D.
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After attending the program you should be able to:
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