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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

The IRS and DOL Are Here: How to Prepare and Conquer!

ASPPA [American Society of Pension Professionals & Actuaries]

Mar. 31, 2022
On-Demand
Webinar

It appears that the IRS and DOL are both out in the field in high numbers, examining and investigating retirement plans.  Before you or your clients are the target of one of these activities, you should brush up on your techniques for handling them.  How should you present the information they ask to see?  How should you handle further inquiries?  How should you handle issues you know to be present?  What’s the difference between IRS examinations and DOL investigations?  What should you do if your spider-sense is tingling?  Join Ilene Ferenczy for a session devoted to handling IRS exams and DOL investigations, as well as proper care and feeding of your client when one of these events arise

Learning Objectives: ​

  • How to prepare for an investigation
  • Difference between DOL and IRS approaches
  • How to deal with issues discovered before communicating with the examiner
  • Resolving problems with the government

More Information, How to Register