Meeting Details

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ASPPA Webcast: The IRS and DOL Are Here: How to Prepare and Conquer!-OD
March 31, 2022 To March 31, 2023
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Recorded Webcast
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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