FIS Relius

This seminar gives you a complete summary of the new and changed rules in EPCRS 2013. This is not “EPCRS soup to nuts.” Rather it is a focus on the items the IRS has changed or added to the latest version of this vital program.

Topics include:

• Effective date
• New IRS submission forms and procedures
• Correcting match exclusions without full vesting
• Improved procedures for handling overpayments
• 403(b) failures including nonamender failures
• Use of forfeitures to fund corrective contributions
• Revised procedures for lost participants
• Correction of Code §436 funding failures
• Clarifications for nonamenders
• Effect on 457 plans, SEPs, and SIMPLEs
• Issues the IRS is still working on

Level: Intermediate

Instructional Delivery Method:
Recorded playback of a live presentation.

Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After attending this Web seminar, an attendee should be able to:

1. File a VCP application
2. Handle 403(b) failures
3. List the major changes in EPCRS correction methods

Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.

Hardware System Requirements:

• Windows 95, 98, NT 4.0, 2000, XP, Windows 7
• Internet Explorer 4.01 or later, Netscape 4.08 or later, and set Internet browser to allow pop-up windows.
• High-speed Internet connection.
• Pentium 166+ MHz, 128MB RAM or more.
• 1023 x 768 or higher display resolution.
• Soundcard and Speakers.

Software Requirements:

• Silverlight Version 4 is required. Silverlight Version 5 or higher is preferred.
• Silverlight 4 System Requirements Information: http://www.microsoft.com/getsilverlight/locale/en-us/html/installation-win-SL4.html
• Silverlight Downloading:
  • If you do not have Silverlight on your desktop, you should see an automatic pop-up window that will allow you to install it.
  • If you don't see the pop-up window, or if you wish to install this application before you access the recording, you may download it from this locations: http://www.microsoft.com/getsilverlight/get-started/install/default.aspx
• If you have questions or need assistance with accessing/downloading Silverlight, please contact your IT or MIS department.

Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.

Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.