A panel of top experts from the IRS will participate in this year’s ASPPA Philadelphia Regional Conference, which will take place April 30 – May 1 at the DoubleTree Center City in Philadelphia.
The IRS panel features:
The IRS panel features:
- Sunita Lough, Commissioner, TE/GE Division, IRS
- Robert Choi, Director, Employee Plans, TE/GE Division, IRS
- Lisa Beard, Director, Employee Plans Examinations, IRS
- Michael Sanders, Employee Plans Area Manager, Mid-Atlantic Area, IRS
- Moderator: Arthur Bachman, Partner, Blank Rome LLP
- errors found during examinations;
- future audit priorities and the selection process;
- the determination letter program;
- the 5500-EZ penalty relief program;
- considerations for retirement plans regarding same-sex marriages;
- the rules relative to the one-IRA-rollover-per-year rule; and
- additional regulatory priorities.
- Washington/Regulatory Update;
- The Pros and Cons of the Latest 401(K) Plan Design Ideas;
- Defining Compensation in the Qualified Retirement Plan;
- Dealing with the Defective Plans;
- Plan Distributions;
- Today’s Overwhelmed Plan Sponsor; and
- Ask the Experts.
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