The IRS recently released an updated version of EPCRS, the IRS’s program for correcting errors that occur under tax-qualified retirement plans. The latest version of EPCRS makes it easier for plan ...

There are many fiduciaries out there who are not educated on the voluntary corrections programs run by DOL and IRS. Former IRS staffer Lisa Tavares says they are taking unnecessary risk. Lisa Tavares, ...

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In guidance issued on April 19, 2019, the IRS expands the situations in which retirement plan sponsors can self-correct compliance failures without first having to seek IRS approval or paying a fee.

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More While large language models (LLMs) are becoming increasingly effective at ...