Complimentary for Members

February 20, 2025


Live Webcast


NYSED 1

The Ever Evolving Nature of Plan Corrections Tech Session Webinar

This session was designed to provide you with an update on SECURE 2.0 Act changes to IRS, DOL correction programs and the use of those programs.

February 20, 2025
Live Webcast
NYSED 1
  • Instructor

    David
    Guadagnoli

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Examine the provisions of the SECURE 2.0 Act and other program changes to the Employee Plans Compliance Resolution System (EPCRS), emphasizing their implications for plan sponsors.
  • Analyze the application and benefits of the Delinquent Filer Voluntary Compliance (DFVC) and Voluntary Fiduciary Correction Program (VFCP) in resolving compliance issues.
  • Review sample Voluntary Correction Program (VCP) and VFCP submissions, including common failures and resolutions, to identify best practices for addressing top EPCRS compliance challenges.

Major Topics

  • SECURE 2.0 Act and Other Program Changes to EPCRS
  • Use of DFVC and VFCP
  • Sample VCP/VFCP submissions with multiple issues and their resolution (if closed)
  • EPCRS: Top Failures

CPE Credits Available

NYSED 1
1
Auditing (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Auditing (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Retirement Plan auditors

Provider

Foundation for Accounting Education

This event has ended.