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
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