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The 401(k) time bomb: The high stakes race to find and correct mistakes
In the first episode of season two, Ed and Scott welcome their retirement compliance counterpart, Sam Henson, J.D., to the podcast. Sam introduces the guys to “ERISA hell,” or the application of ERISA to 401(k) plans. This one is not for the faint of heart.
- What are the most common 401(k) plan mistakes?
- If you find a mistake, is the IRS really willing to “settle all family business?”
- How much can a 401(k) plan mistake cost you?
- Do 401(k) plan problems really go away if you “kiss the ring?”
- Is Ed obligated to pay Scotts 401(k) contributions if Scott “moves on?”
- What about those participants you want to pay out but can’t find?
- And more.
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By Lockton Companies
4.9
3838 ratings
In the first episode of season two, Ed and Scott welcome their retirement compliance counterpart, Sam Henson, J.D., to the podcast. Sam introduces the guys to “ERISA hell,” or the application of ERISA to 401(k) plans. This one is not for the faint of heart.
- What are the most common 401(k) plan mistakes?
- If you find a mistake, is the IRS really willing to “settle all family business?”
- How much can a 401(k) plan mistake cost you?
- Do 401(k) plan problems really go away if you “kiss the ring?”
- Is Ed obligated to pay Scotts 401(k) contributions if Scott “moves on?”
- What about those participants you want to pay out but can’t find?
- And more.