Do you know the red flags that can set them up for an audit?
The Labor Department and IRS have increased their audit activities of qualified plans and all size plans are targeted. It’s an issue that looms ever larger with plan sponsors, and the advisors on whom they depend.
That’s why it’s one of the essential workshops at the 2020 NAPA 401(k) Summit where you’ll not only learn lessons from real samples of investigations; what went right, what went wrong from Melissa Kurtzman, Shareholder & Co-Chair, Employee Benefits Practice Group at Littler Mendelson P.C. Her 30 years of experience handling IRS audits and DOL investigations will provide real-world insights, alongside the experience of plan sponsor Lisa Ahart, VP HR at Toray Plastics and perspectives of Cafaro Greenleaf’s Amy Kinsman.
At this interactive session you’ll learn:
- How to prepare for an audit or investigation in advance so the audit is quick;
- What documents are required to be provided during the investigation; and
- How to handle the fiduciary meeting with the DOL Investigator.
It’s just one more reason you can’t afford to miss the 2020 NAPA 401(k) Summit. Register TODAY (early bird rates expire next week!) at https://napasummit.org.
