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Most Common Mistakes Made By 401(k) Plan Sponsors – And How to Avoid Them

Event: 1373-FIN


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COURSE DESCRIPTION: Most 401(k) Plan Sponsors have never been told by the IRS that their plan is at risk. In most cases, no news from the IRS is good news. 


But that doesn’t mean you have no reason to be concerned. Just as 80% of an iceberg lies below the surface of the water, where you can’t see it, the greatest threats to your retirement plan hide in places that you never thought to look. And these unseen risks can “sink” your company’s 401(k) plan.

Having your plan disqualified by the IRS is every Plan Sponsor’s worst nightmare. During this 60 minute webinar, 401(k) expert Robert Marks will provide answers to the following questions:

  • What are the top ten hidden threats to your retirement plan?
  • What can you expect if your plan gets audited?
  • What penalties accompany a plan disqualification?
  • What happens when the retirement trust loses its qualified statues?
  • What’s on the horizon regarding changes to plan documents?

ABOUT THE SPEAKER: Robert P. Marks is Executive Vice President and Chief Actuary of Madison Pension Services, Inc. He is an enrolled actuary, and a member of the American Society of Pension Professionals & Actuaries and the American Academy of Actuaries. Bob has over 30 year of experience as a consulting pension actuary. Bob has served as Chairperson of the Westchester & Southern Connecticut Actuaries Group since 1989, has been a member of the IRS Northeast Area Pension Liaison Group since 1992, has served as Co-Chairperson of the IRS Northeast Area Employee Benefits Conference, and has served on the Joint Committee of Actuarial Examinations as a Pre-Tester since 2002. Bob is a frequent speaker at seminars for various professional groups and firms on pension & related subjects, and has spoken at pension conferences throughout the country on qualified retirement plan issues.

Money-Back GuaranteeMONEY-BACK GUARANTEE: We're so confident you'll get what you want out of this conference that we'll refund your full fee if you're not satisfied. It's risk-free.




Product Description Price Order
Recorded Value Pack CD-ROM (full presentation), Transcript (PDF), Audio CD $319.00 
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Full Webinar on CD-ROM CD-ROM (Self-contained Video & Audio presentation) $217.00 
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Audio Recording Only Audio CD $199.00 
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Written Transcript Only Transcript (PDF) $198.00 
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