Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Handout for November 21 IRS Phone Forum: The Employee Plans Team Audit (Large Case Examinations) Program (PDF)
Internal Revenue Service [IRS] [Guidance Overview] Nov. 19, 2013
43 slides, describing the special audit program for plans having more than 2,500 participants. Topics include: History of EPTA, Criteria for an EPTA Case, Types of EPTA Audits, EPTA Processes/Procedures, Working with Electronic Data, FY 2013 EPTA Enhancements, EPTA Pilot, and EP Exam Priorities.
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