Expanded EPCRS and Determination Letter Program
Meet us at American Funds Campus, 6455 Irvine Center Dr, Irvine
Doors open at 11:30 a.m. for check-in, lunch and networking.
Our Presentation:
The IRS has issued new guidance expanding the use of the Employee Plans Compliance Resolution System (EPCRS) and the availability of the determination letter program. We will explain what’s new, how clients can take utilize the new rules, and the questions still remaining in light of the new guidance.
- New options for self-correction under EPCRS
- Real life examples of when new correction rules can help plan sponsors
- Availability of determination letter program for individually designed hybrid plans and merged plans
Our speakers from Boutwell Fay, LLP:
Alison Smith Fay, Partner, represents employers in all aspects of employee benefit matters. She has extensive experience with tax-qualified retirement plans including 401(k) plans. A significant portion of her practice is representing clients before the Internal Revenue Service and the Department of Labor.
Ms. Fay also provides advice regarding fiduciary responsibility issues, under ERISA. She also provides counsel in the design and implementation of , non-qualified deferred compensation plans, including 409A issues.
Ms. Fay is a 1981 graduate of Hastings College of the Law where she was a member of the Hastings Law Journal and Order of the Coif. She is also a 1975 graduate of Stanford University from which she obtained a degree in political science. Ms. Fay is a member of the California, Orange County, and American Bar Associations.
Katrina Veldkamp, JD advises both private and public sector clients on issues related to employee benefits, including the operation and design of qualified plans, health and welfare plans, and funding vehicles for post-employment benefits. She also advises clients on health and welfare issues such as HIPAA, COBRA, Section 125, and the Affordable Care Act, as well as fiduciary concerns under ERISA and applicable state and local laws. Katrina has represented clients in audits by the Internal Revenue Service, the Department of Labor, and the California Public Employees’ Retirement System. In addition, Katrina has experience drafting all types of plan documents, employee benefit policies and employee communications.
Katrina is a graduate of UCLA School of Law. Katrina is a member of the California, Orange County, and American Bar Associations.
This Seminar will be held in the offices of The Capital Group. Check-in is from 11:30 a.m. Due to the special nature of this program, we cannot accept walk-ins the day of the event.
Who Should Attend:
Financial Advisors who want to know more about new rules for plan sponsors to correct plan deficiencies and how and why some types of plans can now obtain determination letters.
Plan Fiduciaries who want to know how EPCRS has been expanded and whether it makes sense to seek determination letters for their individually designed hybrid plans and merged plans.
Service Providers third-party administrators, and auditors who want to be aware the expanded EPCRS program.
Consultants who want to learn more about expanded EPRS and expanded determination letter program.
All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community.
Continuing Education:
- 2 CE for AIF (pending)
- 2 CECs for ERPA
- 2 CPEs for ASPPA certifications
- 2 CECs for NIPA certifications
- 2 hours for California CPAs
- 1.75 hours of California MCLE
- 2 hours for Certified Financial Planners (pending)
Due to the special nature of this program, we cannot accept walk-ins the day of the event.
This event is sponsored by:
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.
