Date: Wednesday, December 9, 2026
Time: 10:00 – 11:00 a.m. PST
Cost: Complimentary
Register Here: https://attendee.gotowebinar.com/register/141032616710147159
Join us for a complimentary webinar regarding the IRS’s comprehensive update to Employee Plans Compliance Resolution System (EPCRS), which is the IRS’s remedial program for tax-qualified plans, 403(b) plans, SEP plans, and SIMPLE IRA plans. The updated EPCRS is set forth in Rev. Proc. 2026-34, which replaces Rev. Proc. 2021-30 and makes permanent the interim remedial guidance issued following the enactment of SECURE 2.0.
Joelle Tavan, Adrine Cargill and Kevin Nolt will walk through the key changes to EPCRS and provide practical guidance to help plan sponsors navigate the updated rules and address plan compliance errors.
The webinar will focus on the following key topics:
- Expanded Self-Correction for “Eligible Inadvertent Failures”: understanding the expanded self-correction rules, the new “reasonable period” correction deadline, and additional self-correction options for plan loan failures, plan document failures, and employer eligibility failures;
- Inadvertent Benefit Overpayments: identifying when repayment is not required and how the new rules address recoupment and rollover treatment;
- Automatic Enrollment & Escalation Errors: navigating the now-permanent safe harbor for correcting these errors;
- Retroactive Plan Amendments: reviewing the new limitations on using retroactive amendments to correct operational errors; and
- Practical Considerations: outlining next steps for plan sponsors with corrections already underway.
Please direct your questions or comments to: webinars@truckerhuss.com.
MATERIALS: The materials for this presentation will be available on our website and circulated with the webinar reminder two hours prior to commencement. A recording of the webinar will be available at that link within 48 hours.
MCLE: This program is eligible for Continuing Legal Education (CLE) credit. Please contact Catherine Jemera at cjemera@truckerhuss.com to receive a CLE certificate of completion.
SHRM: Trucker Huss is recognized by SHRM to offer professional development credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities. This program is valid for 1.0 hours of PDC for SHRM-CP® or SHRM-SCP®.
HRCI: This program has been approved for 1.0 (HR (General)) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through the HR Certification Institute.
