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Current DOL and IRS Audit Initiatives: A Chat with Mabel Capolongo and Monika Templeman

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: July 26, 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
THURSDAY, JULY 26, 2012

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:
Eugene M. Holmes, Proskauer Rose LLP, Washington, DC

Panelists:
Mabel Capolongo, Director of Enforcement, Employee Benefits Security Administration, U.S. Department of Labor, Washington, DC
Monika A. Templeman, Director, EP Examination, TE/GE, Internal Revenue Service, Baltimore, MD

As the laws governing employee benefit plans continue to evolve, common wisdom dictates that government agency audits will continue to grow in numbers to ensure compliance. All too often plan sponsors are caught off guard and are inadequately prepared for an audit. Being ill-prepared for a government agency audit will almost certainly ensure that you will not be operating in the most economical and efficient manner. This teleconference will explore in-depth what is involved in government agency audits, and how to be prepared when the IRS or DOL starts the audit process, as well as what the latest "hot button" issues are. You will gain insight into how IRS and DOL audits work, what triggers them, what the agencies are looking for, and what best practices should be undertaken to minimize paperwork and eliminate administrative costs related to audits.

During this teleconference, the speakers will discuss the following topics:

  • A step-by-step examination of the audit process (from the initial information letter to the closing letter)
  • Proper planning and best practices for working with the DOL and IRS through the audit process
  • Understanding IRS and DOL audit red flags and any new initiatives being undertaken by the agencies
  • Understanding possible correction actions while under audit

***Please make checks payable to ABA-JCEB and mail to 740 15th Street, N.W., Washington, DC 20005***


   
Current DOL and IRS Audit Initiatives: A Chat with Mabel Capolongo and Monika Templeman
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E-mail Contacts for Speakers
Monika.A.Templeman@irs.gov and Capolongo.Mabel@dol.gov PODCAST NOW AVAILABLE UNDER ATTENDEE AREA FOR ALL REGISTERED ATTENDEES