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Employee Plans News August 23, 2012

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Retirement Plans Phone Forum - EPCRS: Correction of 401(k) Plan Mistakes - September 7, 2012 

Learn how to correct common mistakes in 401(k) plans. Avaneesh Bhagat, Voluntary Compliance group manager, and Sherri Morris, Voluntary Compliance tax law specialist, will present this phone forum. Please email any specific issue you would like the speakers to address to ep.phoneforum@irs.gov by August 31, 2012.

Registration Link - after registering, you will receive forum access instructions in an email.

Date: September 7, 2012

Time:

Eastern

Central

Mountain

Pacific

2:00 p.m.

1:00 p.m.

12:00 p.m.

11:00 a.m.

Continuing Professional Education Credits:

  • Enrolled Agents and Enrolled Retirement Plan Agents may earn CPE credit for attending the entire phone forum. It ‘s also intended to meet the CPE requirements for Enrolled Actuaries, but the final decision rests with the Joint Board for the Enrollment of Actuaries. Other professional groups should consult their licensing agencies for acceptability of credit.
  • You must register individually and use your own assigned User ID to receive CPE credit.
  • You must use an individual phone line and attend the entire forum to receive CPE credit.
  • If you meet the attendance requirement, we’ll email you a Certificate of Completion about a week after the forum.

If you have any questions, please contact us at ep.phoneforum@irs.gov.


If you have a technical or procedural question relating to retirement plans, please visit the EP Customer Account Services page in the Retirement section of the IRS.gov Web site.

If you have a specific concern about your retirement plan, call EP CUSTOMER ACCOUNT SERVICES at 1-877-829-5500.

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