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Employee Benefit Plans Conference 2020


EBP2011 - Tax & ERISA Basics and DOL Overview


May 4, 2020 1:15pm ‐ May 4, 2020 2:30pm

Description

This session will provide an overview of ERISA and focus on the basic ERISA and tax qualification issues that you should be aware of as an auditor of an employee benefit plan.

Learning Objectives:
  • Identify applicable compliance tests or qualification issues that are applicable to an audit
  • Recognize how jointly The Department of Labor and the Internal Revenue Service oversee various plan compliance issues

Speaker(s):

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