Cancellations -Members and guests who do not cancel at least 48 hours prior to the event day, will be charged for the cost of the event.
The October meeting is for those HR professionals with a general knowledge of 401(k) plans or those who want to learn more about them. Individuals working with 401(k) plans may come across various errors in the administration of the plan. Consequently, the IRS has issued a list of the top 10 errors found in 401(k) plans. At the October meeting Nathan will describe the top 10 errors, provide solutions, as well as ways to avoid these types of errors. Learning objectives for the meeting are:
• Errors relating to plan documents
• Eligibility Errors
• Errors involving loans and distributions
• Contribution Errors
• Compliance Testing Errors
About the Speaker
Nathan Cooley is the Marketing Director for Nova 401(k) Associates in the North Texas Area. He has spent the last three years gaining experience in the retirement plan industry, and his background includes implementation and administration of defined contribution plans. His responsibilities include the establishment and maintenance of relationships with Nova’s many different partners in the retirement plan community, assisting financial advisors and plan sponsors with retirement plan design options, and navigating a broad variety of retirement plan providers.