Mistakes Happen! Correcting Plan Errors

Online Learning
Expires on : 03-31-2026
1.00 credits
Member price: $59
Non-member price: $99
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OVERVIEW

Mistakes happen, but they can be resolved. In this session, we will discuss the most common types of errors you may encounter, how to prevent them, how to correct them if they occur, and what to expect as you go through the correction process. After this session, you will be able to identify and efficiently address potential or actual errors in your plans.

This course is part of the 2025 Employee Benefit Plans Conference Bundle. Purchase the conference bundle here.

CREDITS
Auditing
1.00 credits
FIELDS OF INTEREST
A&A
LEVEL
Update
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Michael Baron, MBA, APA

 

Since 2001, Michael has worked in the financial services industry with a focus on helping employers, participants and financial advisors with their qualified plan needs. From working with some of the countries leading record keepers to becoming a partner of Acuff & Associates serving as a third party retirement plan administrator, he has experience with almost all aspects of qualified retirement plans. Currently, Michael serves as a Regional Sales Director for JULY Business Services, a full service retirement plan provider. Michael graduated from Tennessee Technological University with both his BS degree as well as his MBA. When not talking about 401(k) plans, Michael enjoys spending time with his wife Kristin and his 2 daughters, Harper & Avery.

Michelle Selby, CPA

 
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Members save $40.00.
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Members save $40.00.
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