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Webinar: Common Errors in Qualified Plans – How to Keep the Train on the Track
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Webinar: Common Errors in Qualified Plans – How to Keep the Train on the Track

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Published on

Aug. 19 & 28, 2014 …

Aug. 19 & 28, 2014
Register online at http://www.mhmcpa.com

This webinar will focus on the common operational and document failures for qualified retirement plans, including 401(k), 403(b), profit sharing and defined benefit pension plans, and provide practical solutions and alternatives for correcting those mistakes. It will also discuss the importance of having strong internal controls and discuss plan sponsor best practices. Finally, we will discuss how to prepare for an audit if your plan is selected for review.

Published in: Economy & Finance
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  • 1. This webinar will focus on the common operational and document failures for qualified retirement plans, including 401(k), 403(b), profit sharing and defined benefit pension plans, and provide practical solutions and alternatives for correcting those mistakes. It will also discuss the importance of having strong internal controls and discuss plan sponsor best practices. Finally, we will discuss how to prepare for an audit if your plan is selected for review. Learning Objectives • Review of IRS and DOL correction programs — self correct or submit? • Analysis of the top 10 failures that plan sponsors plans correct under VCP • Review of useful tools to keep qualified plans running smoothly • Overview of steps plan sponsors can take to improve Internal Controls • Discuss what plan sponsors can do to better prepare for the annual plan audit • What to do when the IRS or DOL examiner calls You can register for this free course at www.mhmcpa.com. CBIZ & MHM Executive Education Series™CBIZ & MHM Executive Education Series™ Common Errors in Qualified Plans – How to Keep the Train on the Track 2014 Series • Course 22 © Copyright 2014. CBIZ & Mayer Hoffman McCann P.C. All rights reserved. Tuesday August 19, 2014 11 a.m.–1 p.m. Central Time Thursday August 28, 2014 1–3 p.m. Central Time Eligible for 2 CPE credits Questions or more information? Hal Hunt | 913.234.1012 | hhunt@cbiz.com

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