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Broken Plan Basics: Using the EPCRS, DFVC and VFCP Toolboxes

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: June 26, 2007
SPONSORS: The Sections of Business Law, Health Law, Labor and Employment Law, Real Property, Probate and Trust Law, Taxation, and Tort Trial and Insurance Practice; And the American College of Employee Benefits Counsel

General Information

A 90-minute TeleConference/Live Audio Webcast
Tuesday, June 26, 2007
1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00 am-11:30 am PT

Moderator:
Greta E. Cowart
, Haynes and Boone, LLP, Dallas, TX

Panelists:
Lisa A. Tavares
, Venable, LLP, Washington, DC;
Kristen L. Zarenko, Senior Pension Law Specialist, Employee Benefits Security Administration, Washington, DC;
David S. Rosner, Voluntary Compliance Program Coordinator, Internal Revenue Service, US Department of the Treasury, Washington, DC

This program will provide an overview of the tools available in the Employee Plans Compliance Resolution System to use in fixing your broken qualified plans and 403(b) plans.  We will discuss the various methods of fixing broken plans that are available and when they can be used.

  • Using the Self Correction Program
  • Using the Voluntary Correction Program
  • When is a determination letter request needed in a VCP submission?
  • Which fiduciary violations can be corrected?
  • When must a Form 5330 be filed?
  • What if We Forgot to File our 5500?


   
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