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ERISA 06: A Review of the ASPPA IRS Q&A Discussion [2015]
Date: 12/28/2015 Start Time: 12:00 PM (ET) Duration: 60 Min.

Description

The IRS Defined Contribution Question and Answer Session at the ASPPA Annual Conference can be very enlightening. At the session, representatives from the IRS and Department of Treasury offer answers and insights into complex, but practical questions that plague retirement plan practitioners. While the answers provided reflect only the personal opinions of the speakers – and not formal (or even informal) guidance – the answers provide useful insights into the thinking of our regulators. This fast-paced hour will highlight the most interesting questions and answers from this year’s session.

Topics include:

  • Benefits, rights, and features testing
  • Hardship distributions (home purchase falls through)
  • Use of QNECs to correct ADP failures
  • Mid-year amendments to safe-harbor plans
  • Compensation definitions
  • EPCRS Corrections
Prerequisites:

There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of the operation of 401(k) and other retirement plans.

Level: Intermediate

Instructional Delivery Method
Group – Internet-Based

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

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

  • Review the insights provided by IRS and Treasury officials
  • Understand the thinking of IRS and Treasury regulators as it pertains to complex, but practical questions
  • Explain to colleagues and clients the recommended manner to handle various compliance matters based on regulator insights

How to participate

"You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. 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.

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