Meeting Details

Schedule/Additional Infoexpand_more
Events
ASPPA Webcast: EPCRS Update - OD
Date:
September 28, 2022 To September 28, 2023
Add to Calendar Download
Format:
Recorded Webcast
Credits:
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
  • Member Price: $129.00
 
Want to save more?
Log into see if you qualify for a lower rate.
Members save $83.00 or more Join

0

Phone: 1.800.308.6714
Email: Customer Care