Featured Jobs
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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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Stones River Consulting
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Director, Strategic Accounts and Channel Development July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Director of Regulatory Operations and Compliance PCS Retirement
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Independent Retirement
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Regional Sales Director-Heartland July Business Services
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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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