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BEGIN:VEVENT
DTSTART:20200228T130000Z
DTEND:20200228T140000Z
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SUMMARY:Forum - Would Your Retirement Plan Survive an IRS or Dept. of Labor Audit? Traps for the Unwary and How to Fix Them
DESCRIPTION:If you manage or provide an employer-sponsored 401 (k) plan\, you do NOT want to miss this! \n\n\n\nJoin us for an hour-long session for important legal advice from Greg Daughtery of Porter Wright and timely 401(k) administration insight from Michael Beers of the Fortis Group at Morgan Stanley.\n\n\n\nEach year\, the Internal Revenue Service (IRS) and Department of Labor (DOL) audits a small number of 401(k) plans.  Over time\, it is almost certain that either the IRS or DOL will audit your plan.  Many employers do not understand how despite having a team of professionals to help manage these plans\, the IRS or DOL (let alone an aggressive plaintiff's attorney) can find problems with the plan.  Knowing the common areas where administration can get tripped up and the traps for the unwary can help save your company value time and money. \n\n\n\nThe session will cover:\n\n\n	ERISA fiduciary issues and other DOL audit items\n	IRS audits and the importance of making sure plan administration is consistent with the documents\n	What do if the IRS or DOL comes knocking at the door
X-ALT-DESC;FMTTYPE=text/html:<div><br />\n<strong>If you manage or provide an employer-sponsored 401 (k) plan\, you do NOT want to miss this!&nbsp\;</strong><br />\n<br />\nJoin us for an hour-long session for important legal advice from Greg Daughtery of Porter Wright and timely 401(k) administration insight from Michael Beers of the Fortis Group at Morgan Stanley.<br />\n<br />\n<span style="font-size:12px\;"><span style="font-family:times new roman\,serif\;"><span style="font-family:arial\;">Each year\, the Internal Revenue Service (IRS) and Department of Labor (DOL) audits a small number of 401(k) plans.&nbsp\; Over time\, it is almost certain that either the IRS or DOL will audit your plan.&nbsp\; Many employers do not understand how despite having a team of professionals to help manage these plans\, the IRS or DOL (let alone an aggressive plaintiff&rsquo\;s attorney) can find problems with the plan.&nbsp\; Knowing the common areas where administration can get tripped up and the traps for the unwary can help save your company value time and money.&nbsp\;</span></span></span><br />\n<br />\n<span style="font-size: 12px\;"><span style="font-family:times new roman\,serif\;"><span style="font-family:arial\;">The session will cover:</span></span></span></div>\n\n<ul>\n	<li>ERISA fiduciary issues and other DOL audit items</li>\n	<li><span style="font-size:12px\;"><span style="font-family:times new roman\,serif\;"><span style="font-family:arial\;">IRS audits and the importance of making sure plan administration is consistent with the documents</span></span></span></li>\n	<li><span style="font-size:12px\;"><span style="font-family:times new roman\,serif\;"><span style="font-family:arial\;">What do if the IRS or DOL comes knocking at the door</span></span></span></li>\n</ul>\n\n<div>&nbsp\;</div>\n
LOCATION:Ohio Dominican University * Griffin Student Center - Room 276 1215 Sunbury Road Columbus 43219 *Please place this PARKING PASS on your dashboard.
UID:e.9081.4733
SEQUENCE:3
DTSTAMP:20260507T035406Z
URL:http://conwayfamilybusiness.memberzone.com/events/details/forum-would-your-retirement-plan-survive-an-irs-or-dept-of-labor-audit-traps-for-the-unwary-and-how-to-fix-them-4733
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