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ASPPA Webcast: EPCRS Corrections: Strategies and Negotiation Tips When Dealing with the IRS

Available through January 14, 2017

 

Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP, Atlanta, GA


 


The webcast outline is available here.

Often, correction of a plan’s disqualifying defect(s) can be done only with IRS approval.  Perhaps the defect was discovered by the IRS during an audit, requiring that the problem be resolved through an IRS-approved closing agreement.  Alternatively, perhaps the defect was submitted for resolution with the IRS under the Voluntary Correction Program, which also requires IRS approval of the method of correction.  When you are working with the government in any correction process, understanding how the EPCRS negotiation process works and potential strategies that can be employed are critical elements in achieving the best result for all concerned parties.  Attorney Ilene Ferenczy of Ferenczy Benefits Law Center will share her many years of experience in dealing with the IRS in this case-study-intensive webcast.


Key Takeaways:

1.       Determine what types of corrections require IRS approval

2.       Discover the factors that influence the IRS approval process

3.       Make use of strategies to effectively negotiate with the IRS


  • REGISTRATION

     

    Registration Deadline:

    Live – 01/14/2016

    Recorded  – 01/14/2017

    Individual Viewer

         Additional Viewers

    ASPPA Member:$115

         ASPPA Member:$45

    Non-member:$190

         Non-member:$70

    Registration for Recorded Webcast Includes:


    • Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

    • Webcast outline and any additional presentation materials

    Recordings are available 72 hours after the live webcast takes place.

    Webcast Package Pricing


    Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

    Methods of Registration

    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.

    Click here to download a registration form

    Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
    E-mail   E-mail your scanned 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     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

                  For express/overnight deliveries (FedEx, DHL, etc.) send to:
                  ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
                  Make checks payable to ASPPA 


    CONTINUING EDUCATION INFORMATION

    ASPPA Members

    The webcast is designed to offer registrants 2 ASPPA CE credits.

    Enrolled Actuaries

    The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

    Enrolled Retirement Plan Agent (ERPA)

    The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

    IRS Program Code: CZTXU-Q-00562-15-O


    GENERAL INFORMATION

    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
    The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.


    ABOUT THE SPEAKERS

    Ilene H. Ferenczy is managing partner of Ferenczy Benefits Law Center, an employee benefits law firm with offices in Atlanta, GA and Knoxville, TN.  Ilene advises clients on all types of employee benefit plans, particularly focusing her practice on qualified retirement plans, benefits issues in mergers and acquisitions, and advising third-party administrators of employee benefit programs on technical and practice issues.  Her book, Employee Benefits in Mergers and Acquisitions, is now in its 16th edition.  Ms. Ferenczy is a member of ASPPA’s Leadership Council, a former co-chair of ASPPA’s Government Affairs Committee, and the 2007 recipient of ASPPA’s Educator of the Year Award.  In 2012 she was elected as a Fellow in the American College of Employee Benefits Council.


    QUESTIONS

    Registration and General Questions

    ASPPA Customer Support

    703.516.9300

    [email protected]