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Employee Benefit Plans Conference 2019


EBP1965 - What Does an IRS/DOL Exam Look Like?


May 8, 2019 9:45am ‐ May 8, 2019 11:00am

Standard: $49.00

Description

Pre and post exam and all in-between. Why does an auditor care about this?

  • Identify what the IRS/DOL ask for and focus on during examinations.
  • Identify hot topics and common issues found on examinations.
  • Recognize the exposure to the plan, it’s participants and the plan sponsor when an IRS/DOL examination occurs.
  • Recall how the plan sponsor can prepare for and mitigate the risks of an IRS/DOL examination.

Speaker(s):

  • Wayne R. Kamenitz, Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company
  • Christopher Shankle, CPA, Senior Vice Presidnet, Argent Financial Group, Inc

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