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Key Pieces of the Plan Document – Getting it Right the First Time
Plan documents are often complex, legal documents that can be hundreds of pages. This makes it hard for the average user to understand basic plan provisions. In this session, we will walk through the key provisions of a plan document to help you avoid errors in your plan policies and procedures. This session will also cover correction methods offered under the Employee Plans Compliance Resolution System (EPCRS) to correct plan failures.