Featured Jobs
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Mergers & Acquisition Specialist Compass
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Combo Retirement Plan Administrator Strongpoint Partners
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Retirement Plan Consultants
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Retirement Plan Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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July Business Services
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Managing Director - Operations, Benefits Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Strongpoint Partners
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Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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| Webinars and Podcasts |
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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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