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Employee Benefit Plans Conference 2018


EBP1871 - Oops! What Do I Do Now? (Repeat of Session EBP1835)


May 17, 2018 11:10am ‐ May 17, 2018 12:25pm

Description

In this session, we will focus on highlighting the Top 10 plan operational errors and discuss corrective actions that can be taken through the IRS and DOL correction programs when these errors occur. Attendees will:

-Recognize common operational errors
-Recall how to correct common operational errors
-Recognize auditor responsibility to communicate operational failures to the plan sponsor

Speaker(s):

  • Nancy J. Manary, CPA, Manager, Tax Services, RSM US LLP
  • Tom R. Pevarnik, Admitted to the Pennsylvania and DC Bar, Managing Director, Deloitte Tax LLP
  • Klaus Placke - Invited, Acting Regi, Employee Benefits Security Administration - San Francisco Regional Office
  • Thelma Diaz, Revenue Agent from Voluntary Compliance (VC), Internal Revenue Service

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