Featured Jobs
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Relationship Manager for Defined Benefits Daybright Financial
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MAP Retirement
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Executive Assistant / Sales Support M2B Retirement Consulting LLC
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Defined Contribution Account Manager Nova 401(k) Associates
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July Business Services
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Senior Counsel - Benefits and Total Rewards Tyson Foods
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Relationship Manager for Defined Contributions Daybright Financial
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Retirement Compliance Consultant Navia Benefit Solutions
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Retirement Plan Installation & Document Manager Fringe Benefit Group
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EPIC RPS
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Heller Pension Associates, Inc.
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Daybright Financial
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Free Publications
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
The IRS and DOL Are Here: How to Prepare and Conquer!ASPPA [American Society of Pension Professionals & Actuaries] |
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Mar. 31, 2022 On-Demand Webinar |
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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:
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