Untitled Document
A 90-minute TeleConference
TUESDAY, September 20, 2011
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: Joy M. Mercer, Joy M. Mercer PC, Florham Park, NJ
Panelists: Andrew Zuckerman, Director, EP Rulings & Agreements, Tax Exempt & Government Entities, Internal Revenue Service, Washington, DC; Vickie Surguy, Manager, EP Determinations, Tax Exempt & Government Entities, Internal Revenue Service, Cincinnati, OH; Donald J. Kieffer, Area Manager EP Determinations, Tax Exempt & Government Entities, Internal Revenue Service, Mountainside, NJ; Christina M. Crockett, Hunton & Williams LLP, McLean, VA and Lawrence J. Eisenberg, Silver, Freedman & Taff, LLP, Washington, DC
The distinguished panel will discuss the following topics:
- Proposed changes to the Interim Amendment
Requirements being considered
- Determination Letter Processing
- Status of Current Submissions
- Upcoming deadlines for Master & Prototype / Volume Submitter Defined Contribution Plans
- Upcoming deadlines for Adopters of Master & Prototype / Volume Submitter Defined Benefits Plans
- Changes that affect Cycle A Submissions
- Review of ESOPs in the Determination Letter Program
- Timeline of review
- Issues the IRS is finding in reviews
- ESOP Review Worksheet
- Other IRS Initiatives
**If you are paying by check, mail to ABA-JCEB, 740 15th Street, N.W., Washington, DC 20005**
