Available Until, March 17, 2022
Speaker: Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association
Experience Level for Attendees: Intermediate
Target Audience: TPAs, consultants, attorneys
Keywords: Corrective amendments, -11(g) amendment, missed restatement
IRS Program Number: CZTXU-Q-01297-21-O
Description: Join us for an exploration of corrective amendments under 1.401(a)(4)-11(g). This includes details on the conditions of the amendments, and how they are applied to coverage and nondiscrimination failures. We’ll also address corrective amendments under EPCRS, with an emphasis on self-corrections.
Learning Objectives
- Identify the errors that can be self-corrected under EPCRS with an amendment.
- Apply the corrective amendment rules of 1.401(a)(4)-11(g).
- Determine the correction method for missed restatements.
Registration Deadlines:
Live: 03/17/2021
On-Demand: 03/17/2022
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Noncore,
About the Speaker:
Robert Richter joined the American Retirement Association (ARA) as Retirement Education Counsel in January of 2019, where he’s primarily responsible for maintaining the ERISA Outline Book and assisting with ARA educational programs. Robert was previously a vice president with FIS (previously SunGard and Corbel) where he managed the consulting department and was responsible for authoring and supporting FIS retirement plan documents. Robert served as President of the American Retirement Association in 2017 and in 2012 (ASPPA). Robert is a Fellow in the American College of Employee Benefit Counsel and is a member of The Florida Bar. Robert received a B.S., with a major in Finance, from the University of Florida, a J.D. from Florida State University, and an LL.M. in taxation from the University of Florida
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