Please join us for our next Technical Lunch Forum.
Thursday, April 28, 2016 11:30 am - 1 pm
Offices of Precept Advisory Group, 130 Theory - #200, Irvine, CA 92617
$25 for Members, $40 for Non-Members
Fee includes lunch
Make your Sandwich selection during registration
ALL YOU EVER WANTED TO KNOW ABOUT LATE REMITTANCES –
BUT WERE AFRAID TO ASK
Presented by Alison Smith Fay, Esq.
This program will cover all aspects of late remittances including:
What is a late remittance?
How do I determine whether a contribution or loan payment is late?
What is the effect of having a late contribution or loan payment?
How do I correct a late remittance?
How are earnings on a late remittance calculated?
If I have late remittances, must I file under the DOL’s Voluntary Fiduciary Correction Program (VFCP)?
What are the benefits of filing a VFCP application?
How does having late remittances affect the Form 5500 for the plan?
Alison Smith Fay is a partner in the law firm of Boutwell Fay LLP. She represents employers in all aspects of employee benefit matters and has extensive experience with fiduciary responsibility issues under ERISA and with tax‐qualified retirement plans including 401(k) plans. She lectures frequently on tax and ERISA issues. Ms. Fay is a member of the American Bar Association, The State Bar of California, and the Orange County Bar Association. She is also a member of the Employee Benefits Committees of the Tax and Labor and Employment Sections of the ABA, and is the Chair of the Compensation and Benefits Committee of The State Bar of California Tax Section.
This Technical Lunch Forum will be of particular interest to retirement plan professionals who want to know the latest that is going on in our industry: accountants, actuaries, attorneys, benefits directors, consultants, human resources personnel, investment professionals, plan administrators, practitioners, third party administrators and trust officers.
This Technical Lunch Forum will be held in the offices of Precept Advisory Group. Check-in is open from 11:30 to 11:45 a.m. Please arrive on time, as our program will begin promptly at 11:45 a.m.
Due to the special nature of this program, we cannot accept walk-ins the day of the event.
Reservation deadline - Monday, April 25.
ASPPA—1 CE Credit
CEBS—1 CPE Credit
CPA (California) — 1.5 Hours
ERPA —1 Hour
MCLE (California) —1.5 Hours
NIPA - 1 Hour
Thank you to the Precept Advisory Group for hosting this Technical Lunch Forum:
The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.