Forfeiture Stories for a Late Night Campfire

Halloween may be over, but things can still get scary for a practitioner when a forfeiture is involved.

In “Forfeiture Stories for a Late Night Campfire,” a webcast that will be held from 2:00-3:40 p.m. on Thursday, Nov. 12, Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC; and William C. Presson, ERPA, QPA, QPFC, APR, Vice President, Economic Group Pension Services, Inc. will discuss real-life forfeiture case studies. They will discuss plan document provisions versus administrative decisions, forfeiture corrections and restoring non-vested amounts for buybacks.

Attendees will be able to:

• Discuss forfeiture issues involving conflicts between plan document provisions and administrative decisions

• Summarize forfeiture rules, including the distribution by the second year rule and buybacks

• Correct forfeitures of a plan that have been unallocated for years

For more information and to register for this webcast, click here. And for more information on other upcoming and on-demand webcasts, click here.