Employee Benefit Plans Common Retirement Plan Errors

Overview

This session will explore the most common compliance errors impacting retirement benefit plans, including the impact of recent legislation. Gain valuable insights to enhance your auditing practices and ensure compliance. In this session, you will learn about the top compliance errors impacting retirement benefit plans, the available correction options, and the potential impact of recent legislation.

Highlights

ú The top compliance errors impacting retirement benefit plans ú The available correction options under IRS or DOL rules ú The potential impact of recent legislation, including SECURE and SECURE 2.0

Prerequisites

Basic knowledge of accounting and auditing and experience with employee benefit plan audits.

Designed For

CPAs who perform employee benefit plan audits and senior managers, staff, financial professionals, individual advisers and attorneys who specialize in working on employee benefit plans.

Objectives