2-A-3 - EPCRS for Small Plans

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