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A Chat with Andy Zuckerman on Interim Amendment Changes, Determination Letter Processing, and ESOPs

ABA JOINT COMMITTEE ON EMPLOYEE BENEFITS  • DATE: September 20, 2011
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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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**


   
A Chat with Andy Zuckerman on Interim Amendment Changes
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