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Employee Benefit Plans Conference 2017


EBP1743 - Walk Through an ERISA Exam - Including 502(l)


May 9, 2017 1:25pm ‐ May 9, 2017 2:40pm

Standard: $49.00

Description

This session will be led by both an IRS and DOL exam agent/investigator discussing what each agency looks for and how they conduct their investigations. Participants will gain an understanding of IRS and DOL findings, in order to help clients address issues before they are selected for an audit.

Attendees will:

  • Learn about the general focus of investigations
  • What to give the IRS/DOL (sample request lists)
  • What to do if you don't have anything
  • When should legal counsel be involved

Speaker(s):

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