Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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IRS Changing Employee Plans and Exempt Organization Audit Procedures
Solutions Law Press [Guidance Overview] Nov. 22, 2016
"The IRS Tax Exempt and Government Entities Division (TEGE) [has] issued updated internal guidance governing the procedures its agents will use to gather information for employee benefit plan and exempt organization examinations beginning April 1, 2017.... The Guidance also calls for: [1] Taxpayers to be involved in the [information document request (IDR)] process; [2] Examiners to discuss the issue being examined and the information needed with the taxpayer prior to issuing an IDR; [3] Examiners to ensure that the IDR clearly states the issue and the relevant information they are requesting."
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