2-A-3 - EPCRS for Small Plans

Member Price
$
715.00
Non-Member Price
$
980.00
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Panelists review the uses of the Employee Plans Compliance Resolution System (EPCRS) and discuss ways to solve issues that commonly arise in small plans. Issue may include those involving cross-tested plans and failure to satisfy top-heavy requirements or gateway rules.

Speakers:

Mr. Andrew C. Forgrave

Pinnacle Plan Design, LLC

Mr. James E. Holland, Jr.

Cheiron, Inc.

Ms. Kelsey Mayo

American Retirement Association

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