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The IRS has continued its focus on forfeiture allocations. Despite IRS restrictions on “carrying” forfeiture balances, many plans continue to maintain forfeiture balances over multiple years. Forfeitures can improve plan economics by reducing contributions and paying plan fees. However, if the plan is not designed correctly or the employer does not properly apply plan provisions, the failures can potentially increase contribution requirements and result in costly corrections.
To properly apply the rules regarding forfeitures, practitioners must understand all of the rules and options regarding forfeitures. This web seminar focuses on those rules and options.
Topics include:There are no prerequisites or advance preparation for this program. However, the instructor will assume attendees are familiar with the basics of 401(k) administration and have at least one year of experience.
Level: IntermediateNASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending this Web seminar, an attendee should be able to:
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