Meeting Details

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ASPPA Webcast: EPCRS Update - OD
September 28, 2022 To September 28, 2023
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

Speaker: Melissa Terito, CPA; Partner - Sentinel Pension

Experience Level Of All Atteendees: Intermediate

Target Audience:   TPAs, advisors, pension consultants, salespeople

Keywords: late deposits, failure to follow the plan document, operational error corrections

IRS Program Number: CZTXU-Q-01503-22-S

Description : This webinar will provide an overview of Employee Plans Compliance Resolution System (EPCRS) procedures.  We will discuss the three programs available to correct mistakes and how to choose which one is appropriate.  We will also run through several case studies to give attendees practical applications of the material.

Learning Objectives: 


1.       Understand the EPCRS procedures

2.       Learn how to choose the appropriate program

3.       Learn how to prepare documents and file the correct form


CE Credit (On-demand program):  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA non-core, 2 ERPA

  • List Price: $212.00
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