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IRS Leaders to Speak at 2015 ASPPA Philadelphia Conference

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:
  • 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
During this April 30 session, attendees will gain insights on a number of timely topics, including:
  • 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.
The 2015 ASPPA Philadelphia Regional Conference also offers the following educational sessions:
  • 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.
For additional information and to register, click here.