Breakfast Forum: Nightmare on TPA Street – EPCRS Case Studies that will make your hair curl!

 

Join us for an informative, and sometime scary, discussion of real life retirement plan problems.  Through these case studies that are just too horrifying to believe, you will learn about how to use all of your tools in your corrections toolkit and come up with the most effective resolution.  Understand when it  is the best time to use the:
    •    Self-Correction Program,
    •    Voluntary Correction Program,
    •    Voluntary Closing Agreement Program,
    •    Voluntary Fiduciary Correction Program,
    •     When you should just run far, far, far away. 
Bring your worst and Alison will be able to answer your lingering doubts and questions.

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