IRS Correction Series – Presented by Brian Furgala, ERISA Attorney (4 Part Series)

by PenChecks Trust | Jan 12, 2021

Learn how the IRS EPCRS program helps correct retirement plan mistakes, avoid IRS sanctions and keep plans compliant.

Presented by: Brian Furgala, ERISA attorney for the law firm of Gray-Robinson.

IRS Correction Programs: Part I – Overview of EPCRS

EPCRS Self-Correction Program (SCP)

EPCRS Voluntary Correction Program (VCP)

EPCRS Audit Closing Agreement Program (Audit CAP)

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Here we are in the middle of summer of 2024 and I am proud to announce that PenChecks Trust® is on track for another very successful year.

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A recent Wall Street Journal article highlighted “The 401(k) Rollover Mistake That Costs Retirement Savers Billions.”

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IRS Correction Series – Presented by Brian Furgala, ERISA Attorney (4 Part Series)

IRS Correction Programs: Part I – Overview of EPCRS

EPCRS Self-Correction Program (SCP)

EPCRS Voluntary Correction Program (VCP)

EPCRS Audit Closing Agreement Program (Audit CAP)

Did you find this content helpful?

0 Comments

Looking Back On 30 Years of PenChecks

Avoiding the 401(k) Rollover “Mistake”

How PenChecks 5-Year Plan Continues to Drive Growth

Leveraging Start-Up Tax Credits to Gain Business and Increase Referral Sources

Top 5 Differences Between a 401(k) Plan and a Pension Plan – With a Fashion Twist

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change (And Be Ready to Help with Small Balances)

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