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November 17th, 2020
Information & Insights for the 403(b) Community
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Preparing for Audits and Correcting Mistakes
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Facing an audit of your plan by the Department of Labor (DOL) or the IRS can be scary, but it doesn’t have to be a terrible experience. There are things plan sponsors can do to have plans that are audit-ready. Join PLANSPONSOR and retirement industry experts for a webinar in which you will learn what triggers an audit by the DOL or the IRS; what documentation plan sponsors need to have on file to prepare for a successful audit outcome; common mistakes the DOL and IRS find; and options for correcting mistakes.
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Ask the Experts
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Rules for Bringing Back Laid Off or Furloughed Employees
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“We are a 403(b) higher education plan sponsor who laid off and furloughed employees due to the COVID-19 pandemic. We have now hired back/recalled from many of those employees. Could the Experts opine as to some of the major 403(b) retirement plan issues I should be addressing for rehires? Thanks!”
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