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Goldberg, Swedelson & Associates
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BPAS
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401K Safe
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Daybright Financial
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Relationship Manager for Defined Benefits Daybright Financial
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Pentegra
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Relationship Manager - Actuary Daybright Financial
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Defined Contribution Account Manager Nova 401(k) Associates
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The Pension Source
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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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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