CORRECTIONS

Basic framework for correction methods, plus a deeper dive for practitioners who need more advanced application of the correction process. The learning matrix will include voluntary corrections prior to notice of government enforcement action, as well as how to correct if the plan has been chosen for an IRS exam or DOL audit. Learn how to deal with corrections through best practices in operations — which include procedures to identify problems early on — before a government examination begins.

May 8th, 2017 - 1:00PM2:15PM
This foundational session will discuss the EPCRS program and its limitations. It will...
May 8th, 2017 - 4:10PM5:25PM
This session will review the Department of Labor’s Voluntary Fiduciary Compliance Program...
May 9th, 2017 - 9:45AM11:00AM
This session will review a series of case studies or vignettes to highlight how the EPCRS...
May 9th, 2017 - 11:10AM12:25PM
This session gives you the opportunity to hear from the IRS what exam issues are most...
May 9th, 2017 - 1:25PM2:40PM
Errors in employee benefit plan administration can affect the tax-qualified status of...
May 9th, 2017 - 3:00PM4:15PM
This session will cover a variety of investment topics that are critical for attendees...
May 10th, 2017 - 8:00AM9:15AM
This session will explore what plan sponsors need to do when an operational matter is...
May 10th, 2017 - 11:10AM12:25PM
This session will review a series of case studies or vignettes to highlight how the EPCRS...

Field of Study Legend

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2