Monthly Luncheon: What Ever Happened to that Plan with the Failure? presented by a Panel of Industry Leaders

  • 14 Feb 2019
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)


Registration is closed

What Ever Happened to the Plan with the Failure?

Did you ever wonder whatever Happened to that Plan…

  • …that failed to update their plan document for the last 3 cycles?
  • …that caused the violation of their SIMPLE IRA’s exclusive plan rule?
  • …that used the wrong definition of compensation? 

Was the issue successfully resolved through the IRS’ VCP program?  How much was the sanction the IRS imposed through the audit cap program? 

We'll have a diverse panel of professionals (e.g. ERISA attorney, TPA, financial advisor and auditor) go through a few real-life case studies, focusing their discussion on how the error was discovered, what position was taken, and the ultimate outcome achieved.  

Event Details


Thursday, February 14, 2019

11:30am to 1:00pm



Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014


(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

As a WP&BC member you can attend he 2019 NIPA Annual Forum & Expo (2019NAFE) at the discounted membership price.  2019NAFE offers enriching, relevant, world-class education to help you build your business and enhance the services you provide to your organization’s clients. Register now for the 2019NAFE in San Diego on April 28th to May 1st, 2019.

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