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. This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.

Highlights

• Common Compliance Errors in Retirement Plans
• Correction Options Under IRS and DOL Rules
• Impact of SECURE and SECURE 2.0 Legislation

Prerequisites

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

Objectives

• Understand the top compliance errors impacting retirement benefit plans.
• Discover the available correction options under IRS or DOL rules.
• Gain knowledge about the potential impact of recent legislation, including SECURE and SECURE 2.0.

Preparation

None.