Nadia Havard Presents on 10 Retirement Plan Administration Mistakes & How to Fix Them
Nadia Havard will present to the North Central PA SHRM chapter on Thursday, March 16th regarding "10 Retirement Plan Administration Mistakes & How to Fix Them.”
Some mistakes can include failing to make required minimum distributions (RMDs), using wrong definition of compensation, excluding eligible and including ineligible employees, impermissible in-service distributions, missing top-heavy and ADP/ACP tests, and others. The program will also discuss the new rules under SECURE 2.0, which became the law on December 29, 2022, as related to RMDs and correcting plan mistakes.
The Society for Human Resources Management (SHRM) has chapters throughout the country - our firm has presented to a few of them.
At Knox Law, Nadia concentrates her practice in all areas of transfer taxes; qualified and nonqualified retirement plans and employee benefits; fiduciary income tax and trust administration; business; as well as estate planning and administration. She assists clients with retirement plans regarding drafting and compliance issues. She regularly employs efficient wealth transfer planning techniques and assists clients with estate and tax planning as well as business successions.
For more information, please contact Sarah Holland.