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EPCRS, Determination Letter and DFVCP Update

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: April 18, 2013
SPONSORS: The Sections of Business Law; Health Law; Labor and Employment Law; Real Property, Trust and Estate Law; Taxation; Tort Trial and Insurance Practice; and the American College of Employee Benefits Counsel

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A 90-minute TeleConference
THURSDAY, April 18, 2013

1:00-2:30 pm ET / 12:00-1:30 pm CT / 11:00 am-12:30 pm MT / 10:00-11:30 am PT

Moderator:
Susan A. Wetzel, Haynes and Boone, Dallas, TX

Speakers:
Stephanie Bennett, Program Coordinator, IRS Employee Plans Voluntary Compliance Program, Woodland Hills, CA
Ryan McDonald, Supervisory Tax Law Specialist, EP Determinations, Department of the Treasury, Cincinnati, OH
Lisa Tavares, Venable LLP, Washington, DC
Jennifer Warner, DFVC Coordinator, Office of Chief Accountant, EBSA, US Department of Labor, Washington, DC (invited)

It is rare to find a qualified retirement plan that is 100% compliant with all of the requirements of ERISA or the Internal Revenue Code. This program will explore recent changes in the procedures for correcting administrative, document and demographic errors. The discussions will include an overview of the recent changes to the EPCRS program and the determination letter process. In addition, the program will discuss corrections under the Department of Labor’s Delinquent Filer Voluntary Compliance Program (DFVCP).

   
EPCRS, Determination Letter and DFVCP Update
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