The IRS and DOL will share respective viewpoints on what each consider the Top Five points to tell you client, making you trusted business advisor and plan auditor of the year. These points will position you to succeed with your clients and your clients to succeed with the IRS and DOL. Points are taken from the IRS’s TE/GE FY2019 work plan and the DOL’s data on past examinations
Recall the top points presented by the IRS and DOL.
Indicate which of the top points will assist your client’s plan.
Select the points applicable to your clients and plans you audit.
Director, Employee Plans,
Internal Revenue Service
Employee Benefits Security Administration (EBSA)
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