Articles by Director of Examinations Monika Templeman
The Director's view on the critical priorities of the program and insights on issues uncovered during audits as published in EP's two newsletters (Employee Plans News and Retirement News for Employers):
| How the New EPCRS Revenue Procedure Affects 403(b) Plan Audits - Winter 2013 | |
| Form 5500EZ and Participant Contribution Limitations - Spring 2012 | |
| 401(k) Compliance Check Questionnaire Interim Report - Winter 2012 | |
| Examination Priorites for the Current Fiscal Year - Fall 2011 | |
| LESE Exam Projects – EP Exam Director discusses the Learn, Educate, Self-Correct, Enforce Projects - Summer 2011 | |
| Issues on the Employee Plans Compliance Unit's Radar Screen - Summer 2011 | |
| Requesting, Reading and Monitoring Service Provider Reports - Spring 2010 | |
| International Efforts - Winter 2010 | |
| The Latest in the World of Code Section 403(b) Plans - Winter 2010 | |
| Update on 401(k) Questionnaire, international examinations, abusive transactions and govermental plans - Fall 2010 | |
| Who Can Represent a Plan Sponsor During an Employee Plans Examinaton? - Summer 2010 | |
| 401(k) Questionnaire - Why It's Important to Every Plan Sponsor – Summer 2010 | |
| The Biggest Mistake - Winter 2009 | |
| Loans and Hardship Distributions in 401(k) Plans - Fall 2009 | |
| A New Look for EP Large Case Program Web Page – Summer 2009 | |
| ABCs of Loans and Hardship Distributions – Summer 2009 | |
| Enrolled Retirement Plan Agent (ERPA) Program – Spring 2009 | |
| Automatic Enrollment Plans – Spring 2009 | |
| Employee Plans Compliance Unit (EPCU) - Winter 2009 |
Page Last Reviewed or Updated: 17-May-2013
