We recently hosted a Lunch & Learn webinar on a topic that is both nuanced and crucial for retirement plan professionals: ERISA corrections outside the guidance of the IRS’s Employee Plans Compliance Resolution System (EPCRS).
The session brought together financial advisers, recordkeepers, TPAs, plan auditors, and other industry professionals for a practical discussion on how to address plan issues that fall into the “gray areas” of compliance—those not directly addressed by EPCRS.
🔍 What We Covered:
- Real-life examples of errors that didn’t qualify for EPCRS treatment
- Creative but compliant strategies for resolution
- Legal considerations and risk mitigation techniques
- Best practices for documenting and communicating corrections
Whether you’re responsible for plan administration, auditing, or advising plan sponsors, this webinar provided actionable insights to help you handle unusual or complex correction scenarios with confidence.
🎥 Missed the Webinar?
No problem! The full recording is available here:
👉 Watch the webinar
We’re grateful to everyone who attended and engaged with thoughtful questions and comments. If you’d like to discuss a specific correction scenario or need help navigating an issue outside EPCRS, feel free to reach out to our team.
Stay tuned for upcoming events and resources focused on practical ERISA compliance!