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    March Meeting - 10 Retirement Plan Administration Mistakes & How to Fix Them

    Date: March 16, 2023, 8:00am – 10:00am
    BC3, Brockway, PA
    Registration, breakfast and networking starting at 7:30 a.m.
    In-person meeting: $25.00 for Non-Chapter Members, $15.00 for Basic Chapter Members and FREE for Advanced Chapter Members ~ or ~ Zoom: $15.00 for Non-Chapter Members and FREE for Chapter Members
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    10 Retirement Plan Administration Mistakes & How to Fix Them

    The presenter will review ten common mistakes that happen in retirement plans and whether they might be corrected by an employer through self-correction programs. Errors like failure to make RMDs, get loans repaid, using wrong definition of compensation, excluding eligible and including ineligible employees, impermissible in-service distributions, or missing top-heavy and ADP/ACP tests, just to name a few, occur a lot.  The program will also discuss the new rules under SECURE 2.0, which became the law on December 29, 2022, as related to RMDs and correcting plan mistakes.

    Nadia A. Havard, Esq.

    Nadia concentrates her practice in all areas of transfer taxes; qualified and nonqualified retirement plans and employee benefits; fiduciary income tax and trust administration; business; as well as estate planning and administration. She assists clients with retirement plans regarding drafting and compliance issues. She regularly employs efficient wealth transfer planning techniques and assists clients with estate and tax planning as well as business successions. She also helps nonprofit organizations to obtain and maintain their tax-exempt status. Nadia speaks English, Russian and German.

    RSVP to by March 14th.