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Events
ASPPA Webcast: The IRS and DOL Are Here: How to Prepare and Conquer!-OD
Date:
March 31, 2022 To March 31, 2023
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Format:
Recorded Webcast
Credits:
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speaker: Ilene H. Ferenczy, Esq, APA

 

Experience Level for Attendees: Intermediate

 

Target Audience:  TPAs, advisors, plan sponsors

 

Keywords:  IRS exams and DOL investigations preparations; dealing with issues that arise; IRS and DOL audits

 

IRS Program Number: CZTXU-Q-01448-22-S

 

Description:  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.

  • List Price: $106.00
  • Member Price: $65.00
 
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