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Getting a DL for the Pre-Approved DB: Preparing IRS Submissions for Pre-Approved Defined Benefit Plans

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: February 23, 2012
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

General Information

Untitled Document

A 90-minute TeleConference

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

Moderator: Christina M. Crockett, Hunton & Williams LLP, McLean, VA

Panelists: Andrew E. Zuckerman, Director, EP Rulings & Agreements, Tax Exempt & Government Entities, Internal Revenue Service, Washington, DC; Donald J. Kieffer, Area 1 Manager, EP Determinations, Tax Exempt & Government Entities, Internal Revenue Service, Mountainside, NJ and Elizabeth Dold, Groom Law Group, Washington, DC

This distinguished panel will discuss the following topics:

  • General submission process for pre-approved defined benefit plans
  • Relevant highlights from Revenue Procedure 2011-49 for determination letter applications
  • Changes to the determination letter program applicable to all plan types
  • Most current issues discovered during plan examinations
  • Summary of practitioner views
  • Other IRS initiatives

**If you are paying by check, mail to ABA-JCEB, 740 15th Street, N.W., Washington, DC 20005**


   
Getting a DL for the Pre-Approved DB
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