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Employee Benefit Plan Virtual Conference
When: May 22, 2024
Location: Massachusetts Society of CPAs (MassCPAs)
People: David A. Guadagnoli and Amy E. Sheridan

David Guadagnoli and Amy Sheridan will be speaking at the Employee Benefit Plan Virtual Conference sponsored by MassCPAs on May 22, 2024. 

Legal and Regulatory Update
While things have been quiet on the legislative front, Treasury, Labor and the IRS continue to scramble to issue guidance reflecting both SECURE and SECURE 2.0 Act changes. At this session, David and Amy will discuss provisions relevant to 2023 year audits and filings as well as bring you up to date on the latest guidance and trends, including the shifting IRS position on missed restatements and new developments on the forfeiture front. This session is designed to ensure that you (and your clients) are keeping up.

Plan Corrections
Although EPCRS itself has not changed since 2021, lots of things have been happening. In particular, Congress officially endorsed the concept of plan correction and self-correction with various changes to the Internal Revenue Code and ERISA in SECURE 2.0 Act. At this session, come hear from David who regularly uses EPCRS, DFVC and VFCP to help sponsors deal with the good, the bad and the (occasionally) ugly. This session will focus on the practical approaches being taken by sponsors to plan correction in this changing environment.