Oops! What Do I Do Now?

Wednesday, May 16, 2018 - 11:10am12:25pm

In this session, we will focus on highlighting the Top 10 plan operational errors and discuss corrective actions that can be taken through the IRS and DOL correction programs when these errors occur. Attendees will:
Recognize common operational errors
Recall how to correct common operational errors
Recognize auditor responsibility to communicate operational failures to the plan sponsor

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CPE Credit: 
Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Anne Bushman CPA, Tax Senior Manager, RSM US LLP, Washington, District of Columbia 7, 35
Thomas Pevarnik JD, LL.M. (Taxation), Managing Director, Deloitte Tax LLP, Washington, District of Columbia 35, 71
Klaus Placke Acting Regi, Employee Benefits Security Administration - San Francisco Regional Office, San Francisco, California 9, 35, 53, 204, 71