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Death, Taxes, and Retirement Plan Operational Failures
April 19, 2021 @ 2:00 pm - 3:00 pm
Maria T. Hurd, CPA, RPA, CPSP will be presenting for Fidelity Investments during their Webinar Series.
April 19, 2021
2 – 2:45 PM EST: Death, Taxes, and Retirement Plan Operational Failures
Retirement plan administration is complicated — mistakes will happen, but thanks to the IRS and DOL, there is always a correction program! Everyone knows about the challenges involving late deferral deposits, but that is only the tip of the iceberg, and much easier to correct than operational failures related to eligibility, use of the wrong definition of compensation, participant loan repayment errors, unsubstantiated hardship distributions, and so much more.
During this seminar, Maria T. Hurd, CPA, RPA, will alert plan sponsors to the most common operational errors and how to correct them using the IRS and the DOL correction programs: the Employee Plan Compliance Resolution System (EPCRS), the Delinquent Filer Voluntary Compliance Program (DFVCP), and the Voluntary Fiduciary Compliance Program (VFCP).