Available until October 11, 2023
Speaker: Kizzy M. Gaul, Esq., CPC, QPA, QKA®, TGPC, CIP – ERISA Attorney, Ascensus
Description: It has been another busy year for 401(k) plan developments. Learn about the following hot topics as we gear up for 2023.
- The new IRS 90-Day pre-examination compliance pilot
- Correction options for a missed cycle 3 restatement
- SECURE and CARES Act amendment extensions and anti-cutback guidance
- Required withholding form changes for 2023 and the introduction of Form W-4R
- The rules for and benefits of retroactive plan and Safe Harbor plan adoption
Learning Objectives:
- Describe the 90-Day pre-examination compliance pilot and adapt audit conversations with plan sponsors.
- Identify opportunities for retroactive plan or Safe Harbor adoption.
- Prepare for the introduction of Form W-4R for withholding.
Registration Link:
On-Demand Webcast is Available Until: October 11, 2023
Registration Information:
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (On-Demand): 2 ASPPA, 2 NAPA Relevant, 2 NTSA, 2 JBEA Non-Core, 2 ERPA
About the Speaker: https://www.linkedin.com/in/kizzy-gaul/
General Webcast Information
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