EBP1914. On Auto-Pilot: Automatic Provisions Don't Always Always Equal Smooth Sailing

Track: 
Plan Design & Tax Compliance
Field of Study: 
Taxes
CPE Credit: 
1.5
Knowledge Level: 
Basic
Advanced Preparation: 
None

Monday, May 6, 2019
 
2:40PM-3:55PM

This session will cover what are all the automatic options in plans to today (enrollments, distributions, investing, salary increases, etc), corrections for when someone is not auto-enrolled timely, and Rev Proc 2015-28.
Learning Objectives:

  • Obtain a basic understanding of common automatic provisions within the plan document - such as enrollments, escalation, and distributions.
  • Understand challenges and most common errors related to automatic provisions


SESSION SPEAKER(S)

CPA
Principal | Johnson Lambert LLP
CPA, QPA
VP | Goldberg,Swedelson & Associates