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ERISA 06: A Review of the ASPPA IRS Q&A Discussion
Presentor: Derrin Watson Recorded Date: 12/28/2015 Duration: 60 Min.

Description
This program was recorded during a live presentation given on December 28, 2015 at 12:00PM EST.
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The IRS Defined Contribution Question and Answer Session at the ASPPA Annual Conference can be very enlightening. At the session, representatives from the IRS and Department of Treasury offer answers and insights into complex, but practical questions that plague retirement plan practitioners. While the answers provided reflect only the personal opinions of the speakers – and not formal (or even informal) guidance – the answers provide useful insights into the thinking of our regulators. This fast-paced hour will highlight the most interesting questions and answers from this year’s session.

Topics include:

  • Benefits, rights, and features testing
  • Hardship distributions (home purchase falls through)
  • Use of QNECs to correct ADP failures
  • Mid-year amendments to safe-harbor plans
  • Compensation definitions
  • EPCRS Corrections
Prerequisites:

There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of the operation of 401(k) and other retirement plans.

Level: Intermediate

Instructional Delivery Method
Group – Internet-Based

Speaker: S. Derrin Watson, J.D.
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After attending this Web seminar, an attendee should be able to:

  • Review the insights provided by IRS and Treasury officials
  • Understand the thinking of IRS and Treasury regulators as it pertains to complex, but practical questions
  • Explain to colleagues and clients the recommended manner to handle various compliance matters based on regulator insights
more information about who is authorized to connect to the program, and for the cancellation/transfer policy.

 

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