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ASEA Webcast: IRS Audits Uncovered

Thursday June 27, 2024 |   2:00-2:50 p.m. ET
 

Speaker: Clint Blankenship, EA, MSEA and FCA, President/Owner, ShowMe Pension Group

 

Description: IRS audits are no longer an "if" but rather a "when" situation. Are you ready to respond? Who responds to whom? Should your neighborhood ERISA attorney be called? The actuary's role can vary depending on the plan and scope of the audit.

 

Learning Objectives:

  • Provide steps to guide a client through the audit process
  • How to approach corrections
  • Provide best practices to prepare for a future audit

Registration Links:

                        

Registration Deadline for Live Webcast: June 26, 2024

On-Demand Webcast is Available Until: June 27, 2025

Registration Information: 

  • Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event.
  • Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
  • Live webcast registration does not provide access to the on-demand version.
  • Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
  • To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 
  • CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained

Continuing Education Credit (Live):  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1JBEA Core, 1 JBEA Formal, 1 JBEA Formal, 1 ERPA,

Continuing Education Credit (On-Demand):  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA,  1 JBEA Core, 1 ERPA,

Speaker Bios: Clint is President and majority owner of ShowMe Pension Group. He has provided pension actuarial services since 1998. He became an Enrolled Actuary in 2003. While overseeing company operations, Clint is involved with plan design/projection studies, legal document reviews, compliance testing, and actuarial certification for all the firm’s defined benefit and cash balance plans. Clint is also responsible for training/development of the actuarial analyst staff as they progress toward the enrolled actuary designation. He has been involved with ACOPA/ASEA through the government affairs committee, leadership council, and as a presenter at ASPPA annual. Clint is the current President of ASEA. Clint received his B.A. degree in Mathematics and Chemistry from Ottawa University. He received his M.S. degree in Mathematics from Emporia State University. He resides in the Kansas City suburb of Grandview, Mo.

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

  • E-mail: Send your registration form(s) and credit card information to [email protected]
  • Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725
  • Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

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? Please reach out to our Customer Care team [email protected]