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Employee Benefit Plans Conference 2018

EBP1809 - IRS Examination or DOL Investigation: How to Win!

May 15, 2018 1:00pm ‐ May 15, 2018 2:15pm


Can you really “win” a DOL investigation or IRS audit? Yes, it is possible to successfully conclude an examination or investigation by incorporating very simple planning and procedural techniques. This session will provide insight on how to engage with an IRS agent or DOL investigator to reach a positive outcome.

By attending the session you will:
- Recall how the IRS and DOL enforcement processes generally work.
- Identify tips for successfully engaging with the DOL and IRS.


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