Meeting Details

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ASPPA Webcast: 401(k) Hot Topics-OD
October 11, 2022 To October 10, 2023
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

Speaker: Kizzy M. Gaul, Esq., CPC, QPA, QKA®, TGPC, CIP – ERISA Attorney, Ascensus

Experience Level Of All Atteendees: Intermediate

Target Audience: TPAs, Recordkeepers, Administrators

Keywords: Cycle 3, Restatement, Long-Term Part-Time, SECURE Act, CARES Act, W-4R

IRS Program Number: CZTXU-Q-01505-22-S

Description : It has been another busy year for 401(k) plan developments. Learn about the following hot topics as we gear up for 2023.

·         The new IRS 90-Day pre-examination compliance pilot

·         Correction options for a missed cycle 3 restatement

·         SECURE and CARES Act amendment extensions and anti-cutback guidance

·         Required withholding form changes for 2023 and the introduction of Form W-4R

·         The rules for and benefits of retroactive plan and Safe Harbor plan adoption

Learning Objectives: 


1.       Describe the 90-Day pre-examination compliance pilot and adapt audit conversations with plan sponsors.

2.       Identify opportunities for retroactive plan or Safe Harbor adoption.

3.       Prepare for the introduction of Form W-4R for withholding.


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

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