Despite the best of intentions, the complexities of running a business while also trying to navigate the rules that apply to retirement plans means that plans will sometimes fall out of compliance. Ms. Perdue has been at the forefront of dealing with plan corrections since the IRS first adopted a formal corrections program. While the practice is located in St. Louis, Missouri, the firm practices on a National level and has represented clients of all sizes and locations within the country.
Ms. Perdue regularly counsels clients in selecting both the best available IRS program for correction, as well as helping to craft novel and the most cost effective method of correction.
Ms. Perdue is often consulted by other attorneys, consultants, and plan advisors to assist either directly or by providing consultation to the advisor as to the best method of correction.
Sample Publications and Presentations
EPCRS: Off the Wall Problems and out of the Box Solutions—Western Benefits Conference–2016
EPCRS: VCP Advanced Case Studies: When Self-Correction Isn’t an Option—ASPPA National Conference—2015
Updated EPCRS—What We’ve Learned—American Law Institute—2015
Handling Retirement Plan Audits—Practical Tax Strategies, August, 2013