Available until April 21, 2022
Speaker: Heather B. Abrigo, Esq., APM, Faegre Drinker Biddle & Reath
Experience Level for Attendees: Advanced
Target Audience: TPAs, administrators, advisors
IRS Program Number: CZTXU-Q-01307-21-O
Description: If you sponsor, work with and/or provide services to retirement plans, Department of Labor (DOL) Investigations and Internal Revenue Service (IRS) audits are topics that can cause apprehension. We’ll help alleviate that reaction by providing you with a toolkit you can use to navigate through the process. The toolkit will help you understand the process, cover what you can and cannot do to mitigate any issues that arise throughout the process and, even more importantly, provide proactive tips that will help you avoid an audit and/or investigation.
Learning Objectives
- Synthesize the IRS audit and DOL investigative processes.
- Identify ways to mitigate exposure during an IRS audit and/or DOL investigation.
- Formulate a plan to avoid a potential IRS audit and/or DOL Investigation.
Registration Deadlines:
On-Demand: 4/21/2022
CE Credit: 2 ASPPA, 2 NTSA , 2 NAPA Relevant, 2 JBEA Noncore
About the Speaker:
Heather Abrigo assists plan sponsors and service providers in navigating the complexities of qualified and nonqualified retirement plans, as well as health and welfare plans. While her work extends to all aspects of employee benefits, she is particularly experienced in assisting plan committees and sponsors in fulfilling their fiduciary duties. Heather advises on a variety of fiduciary compliance issues and assists with the defense of government agency audits and investigations, including but not limited to the Department of Labor (DOL), Internal Revenue Service (IRS) and the Centers for Medicare & Medicaid Services (CMS). Heather works with plan sponsors that are publicly traded and the issues surrounding employer securities in retirement plans. Heather is co-leader of the firm’s financial services industry group.
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Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
For more details on additional training package offerings, please contact [email protected]
Methods of Registration: 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.
Click here to download a registration form
Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
E-mail: E-mail your scanned 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
For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Make checks payable to the American Retirement Association
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
Registration and General Questions
American Retirement Association Customer Support
703-516-9300