701 - Small Plan Administration and Corrections

Join us for an informative session on plan administration and corrections for small plans. This session will cover key aspects of managing retirement plans in the current regulatory environment. This session will also cover the IRS programs for corrections such as the Employee Plans Compliance Resolution System (EPCRS) and the Self Correction Program (SCP).

Speakers:

Lance Paul Roteman

National Professional Planning Group

Lynn M. Young

Pinnacle Plan Design, LLC

Ms. Kelsey Mayo

Poyner Spruill

Credits:

CPD Credit: 1.50 EA Core Credit: 1.50 EA Ethics Credit: 0.00 EA Non-Core Credit: 0.00 EA Formal Credit: 1.50