Public school 403(b) and 457 plans are subject to IRS audits, and common errors can lead to costly corrections if not properly addressed. This session will focus on identifying and correcting frequent issues found during audits, including compliance failures related to catch-up contributions, plan document requirements, and the latest IRS correction procedures. Our experts will guide you through best practices to keep your plans audit-ready and compliant under EPCRS guidelines.
About the Speaker
Susan D. Diehl QPA, CPC, ERPA, TGPC, BCF ™ President Pen Serv Plan Services, Inc
Susan D. Diehl is a preeminent retirement plan and benefits expert. During her career Susan has served on renowned committees at the Internal Revenue Service (IRS) including the Advisory Committee on Tax Exempt and Government Entities (“ACT”), where she contributed to the formation of the IRS’ 403(b) Liaison Group that provides support to employers and financial institutions dealing with 403(b) plans. In addition, Susan has been appointed to and proudly participated in various committees at the Department of Labor (“DOL”) including the ERISA Advisory Council, and the Information Reporting Program Advisory Committee. As an authority on retirement plans, Susan continues to testify before the IRS and DOL on retirement plan regulatory issues.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.