Tips & Tools for Surviving an IRS 403(b)(1) Plan Audit - (5/19/2014)

May 19, 2014 08:30am -
May 19, 2014 12:00pm
(GMT-6)

Event Description

"(b) Prepared" Workshop - Tips and Tools for Surviving an IRS 403(b) Plan Audit

Examiners from the Internal Revenue Service (IRS) Employee Plans Division are conducting 403(b) plan audits nationwide.  How well will your 403(b) plan fare under such scrutiny?

The IRS has a 403(b) audit playbook.  This workshop will address the areas the IRS will likely examine during a plan audit and provide specific steps you can take to access the readiness of your 403(b) plan. 

Here are some highlights covered in the session:

1.) The ABCs of retirement plan audits.
2.) Common 403(b) plan violations.
3.) What to expect during an on-site examination.
4.) Documents the IRS will want to closely examine.
5.) Which new 403(b) rules will most likely be scrutinized?


CEU/CPE Credits: 3 pts.
Designation Points: 3 pts. 

This seminar satisfies an ELECTIVE for the Facilities Management Designation Program and the Support Staff Designation Program.

Registration & Refreshments: 8:30am - 9:00am
Program: 9:00am - 12:00pm

Please be aware that you will be asked to sign in and out to track seminar attendance. This change is due to increasing state certification requirements.

Please contact Sandy Barry with any special dietary needs by Monday, May 12 at sbarry@iasbo.org or (815) 753-9350.

Registration fees for this event are:

Non-Member: $150
Basic Member: $120
Prepaid Member: No charge

Click the "Register for this Event" button below and log in to see which fee pertains to you!



Event Type:Seminars
Category:Seminar
Early registration ends on Mar 01, 2014.
Regular registration starts on Mar 02, 2014 and ends on May 18, 2014.
Late registration starts on May 19, 2014.
(GMT-06:00) Central Time (US & Canada)

 

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