Available until March 28, 2025

 

Speaker: Erin Brooks ERP, CPC, TGPC, Director of Compliance EGPS

 

Description: With the new automatic enrollment requirement taking effect in 2025 under SECURE 2.0, now is a great time to review the features and requirements of eligible automatic contribution arrangements (EACA) and qualified automatic contribution arrangements (QACA).  In this webinar we will discuss how the new rules under SECURE 2.0 will apply, and the EPCRS rules for correcting missed deferral opportunities when a plan has automatic enrollment.

 

Learning Objectives:

• Explain the requirements of an EACA, including a QACA safe harbor.
• Identify the differences in the mandated automatic enrollment versus the rules for those not subject to the mandate.
• Apply the correction principles under EPCRS to a missed deferral opportunity.

 

Registration Links:

                       

On-Demand Webcast is Available Until: March 28, 2025

Registration Information: 

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
• 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):  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA,  1 JBEA Non-Core, 1 ERPA, 1 PSCA Relevant Topics

Speaker Bios: 
Erin Books specializes in sharing her retirement plan expertise with other financial professionals and plan sponsors. Erin has over 20 years of experience consulting on defined contribution plans, 403(b) plans, nonqualified plans, and IRAs. Erin provides compliance services for clients, as well as training and ERISA support for the EGPS team. Erin also oversees plan documents and new business at EGPS. Erin’s depth of technical expertise covers many areas including plan design, plan documents, plan operations, and plan corrections. As an Enrolled Retirement Plan Agent (ERPA), Erin represents clients before the IRS while handling submissions under the voluntary correction program and supporting plans that are under examination.

Erin has earned the designations of Certified Pension Consultant (CPC) and Tax-exempt and Governmental Plans Consultant (TGPC) through the American Retirement Association, and currently serves as President on the board of the ASPPA Benefits Council of the Greater Twin Cities.

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

• E-mail: Send your registration form(s) and credit card information to [email protected]
• Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
• Mail: American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725
• Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

Cancellation Policy:  All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions? Please reach out to our Customer Care team [email protected]