Available until March 25, 2021
Speaker: Meredith Sesser, Esq.
Clint Blankenship, EA, MSPA, MAAA
Experience Level for Attendees: Intermediate
Target Audience: TPA, plan administrators, enrolled actuary
Keywords: IRS audit, PBGC audit, IRS examination, late amender, prepare for audit
IRS Program Number: CZTXU-Q-01153-20-O
Description: Audit letters from the IRS and PBGC produce fear and trembling for plan sponsors. This webcast will prepare listeners to step up to the plate and guide the process. Better yet, listeners will be prepared to prevent common issues that invite an examination. An ounce of prevention is worth a pound of cure!
Registration Deadlines:
Live: 03/25/2020
On-Demand: 03/25/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Core
About the Speakers:
Clint Blankenship is an enrolled actuary and President of McCloud & Associates, Inc. He attended Ottawa University and Emporia State University for studies in mathematics and chemistry. Clint has 22 years of experience in the pension industry and currently serves on ASPPA’s Government Affairs Committee and the ASEA leadership council. Outside of work, he enjoys time in the woods and working on his archery skills.
Meredith Sesser of Sesser Law is among the nation's leading authorities on employee benefits law, ERISA and benefits taxation. With 20 years of pension and ERISA experience, she routinely assists businesses and non-profit organizations in the preparation, implementation, operation and termination of retirement plans such as defined benefit and cash balance pension plans, 401(k) profit-sharing plans and 403(b) plans (plans for public education organizations, governments, religious institutions and non-profit organizations).
Ms. Sesser represents employers in Department of Labor (DOL) and Internal Revenue Service (IRS) controversies, including investigations, audits, and voluntary compliance to prevent or correct plan disqualification and fiduciary breaches (EPCRS, VCP, DFVCP and VFCP). She counsels clients on inadvertent filing errors, resolves inaccuracies, and works vigorously to successfully abate IRS penalties charged to employers with late or negligent filings of Form 5500 (Annual Return/Report of Employee Benefit Plan). In addition, she advises employers on employee benefit claims.
Ms. Sesser provides advice on business structuring and employment relationships, including how to determine and analyze controlled and affiliated groups as well as leased and staff employees, to ensure that a business owner's retirement benefits are not subject to scrutiny by the IRS. She is the "go-to" lawyer for many third-party administrators
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General Information
Cancellation Policy
All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions
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