Webinar: Tips for Handling Missing Participants, Uncashed Checks & Plan Loans

  • Thursday, April 03, 2014
  • 11:00 AM - 12:30 PM
  • Online Webinar


Registration is closed

Tips for Handling Missing Participants, Uncashed Checks & Plan Loans

This webinar features:

Avaneesh Baghat, Internal Revenue Service, is the Group Manager for the Voluntary Compliance Group in El Monte, California. His responsibilities include assisting with the resolution of applications made under VCP, assisting with the development of the revenue procedure relating to the correction programs for qualified plans, providing information on correction programs, and responding to inquiries relating to plan corrections and potential VCP applications. Avaneesh has worked with the examination, determination letter and voluntary compliance functions of the IRS' Employee Plans Division since 1988.

Sherrie Boutwell, co-founder of Boutwell Fay LLP, a women-owned firm practicing exclusively in the areas of ERISA & Employee Benefits with offices in Irvine, California and New York City, NY. Sherrie is a frequent speaker and writer on benefits issues and authored “The Quick Reference Guide to Plan Corrections,” (Panel Publishers, NY 2000-2003).  She received her B.A. from UC Irvine (1979) and her J.D. from UCLA (1983).  More detailed information about Sherrie is available at:http://www.boutwellfay.com.

In this ninety minute webinar, you will learn the tips for handling missing participants, uncashed checks and plan loans. 


San Diego Chapter Prepaid Members: No Charge
San Diego Chapter Pay As You Go Members: No Charge
Non-members: $75

Continuing Education:

1.5 CE for ASPPA Certification
1.5 CE for NIPA Certification
1.5 for California MCLE
1 hour for Enrolled Retirement Plan Agents (pending approval)
1 hour for Enrolled Agents (pending approval)

*If you are seeking continuing education for this webinar, you must register and participate individually.

The reservation deadline for this event is March 27, 2014. Refunds will be provided for cancellations on or before this date.

You will receive a separate email with a link to the webinar upon registration.

Western Pension & Benefits Council San Diego Chapter

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