ASPPA Webcast: Understanding and Addressing 403(b) Plan Operational Issues
Tuesday, October 3, 2017
2:00 - 3:40 p.m. ET
Speaker: Kelsey Mayo, Poyner Spruill LLP, Partner with Employee Benefits Group
IRS Program Number: CZTXU-Q-00742-17-O
Webcast Outline: Coming Soon.
403(b) plans are unique (and some say quirky)! They have unique rules and therefore have unique problems. As with 401(a) plans, undiscovered errors can result in hefty sanctions, government audits, claims for benefits, and expensive remediation. We’ll take an in-depth look at common operational errors that occur in 403(b) plans, how they often happen, how to avoid them, and (once discovered) how to correct them.
1. Discover common eligibility, compensation, and hardship distribution errors unique to 403(b) plans
2. Identify common pitfalls and implement best practices to avoid them
3. Explore correction options
CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore
About the Speaker:
Kelsey N. H. Mayo, J.D., is a partner with Poyner Spruill LLP, a law firm based in North Carolina. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. Kelsey routinely represents clients before the Internal Revenue Service and Department of Labor, and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She serves on ASPPA’s Government Affairs Committee, and presented an ASPPA webcast in July on Nonqualified/Executive Compensation Plans.
|ASPPA Member: $115
||ASPPA Member: $45
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