0      0

Employee Benefit Plans 2014 - Virtual


Surviving an IRS or DOL Exam


May 15, 2014 11:10am ‐ May 15, 2014 12:25pm

Description

IRS and DOL examinations are becoming more prevalent, and practitioners need to develop appropriate skills for assisting a client with these examinations, regardless of the capacity in which they will help their client. This session will teach you how to prepare for an exam before the plan is even chosen, how to conduct a proper pre-exam review and survive the exam with the data you have to offer. Key takeaways include:

  • What plan sponsors should expect during the exam process
  • Recent samples of exam letters to plan sponsors used by the IRS and DOL
  • How to deal with the representation of your client when the pre-exam audit discloses compliance issues

Speaker(s):

You must be logged in and own this session in order to post comments.

Print Certificate
Completed on: token-completed_on
Print Transcript
Please select the appropriate credit type:
Number of hours attended:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content