One More Retirement Topic – Mine
Yes, the title is correct. After over 26 years working at the Internal Revenue Service, including 23 years as a manager or an executive, it is time for me to say good-bye. Effective January 11, 2014, I will be enjoying the world’s longest coffee break – retirement. Before I leave, I wanted to express my sincere appreciation to all of you.
To the plan sponsors - thank you for sponsoring retirement plans to provide retirement security for both your employees and yourselves. Financial security is a concern for all of us when our retirement date gets closer. By adopting a plan, you have helped your employees lessen the stress and concern about having the money they need for their golden years. Please continue to ensure that these plans have effective internal controls to help you find, fix and avoid compliance problems. Remember that it is important to administer these plans and perform the necessary tasks to keep them running smoothly.
To the benefits practitioners - thank you for being true partners in promoting voluntary compliance. Your dedicated work in the pension field is greatly appreciated. I know you put in countless hours to keep up with the laws and to ensure that your clients maintain a qualified plan. I have talked with many of you at benefits conferences across the country and am impressed with your continuing efforts to stay abreast of frequently changing complex laws and regulations and dialogue with the IRS about retirement plan hot topics. Your dedication is a major factor in keeping retirement plans qualified.
To the practitioners who proactively “step-to-the-plate” to enhance the quality of outreach and education - thank you for your tireless efforts during my time in Employee Plans. Your willingness to partner with me and with Employee Plans to make everybody’s job easier will continue to pay dividends in the foreseeable future. For example, you assisted us in creating the EP Examination Process Guide. This guide provides the various steps in the examination process and introduces our customers to resources on the Retirement Plans Community website. You also helped us create the EP Team Audit page. These are just two examples of your many invaluable contributions. I am very grateful for your willingness to share your time and expertise to help us create numerous products and resources for your peers to more effectively promote voluntary compliance.
To my fellow conference panel members - thank you for making my numerous speaking engagements to large audiences very enjoyable and for assisting me in providing both a public and private sector perspective. Your pension knowledge and presentation skills made each session smooth and successful. It has been a pleasure to sit next to each of you on the rostrum.
Also, due to recent budget and travel constraints, I am impressed and grateful that you adapted quickly and worked seamlessly with me and my staff to deliver our key messages to conference attendees in virtual ways.
To the organizations - thank you for allowing me the time to address your attendees and share key messages. Your diligent efforts to make sure my schedule worked with yours and to allow me adequate time to get my materials together so I could provide my most current and relevant retirement plan messages did not go unnoticed and was greatly appreciated.
To my employees - I recently shared my appreciation with you at various times in December, but it is worth repeating. I am so blessed to have spent the last 26 years working with the incredibly dedicated and wonderful people in Employee Plans. I believe the term “team player” has been redefined by you. Your support helped Employee Plans continually progress and achieve the success it has during my tenure. You made my job easier and made me proud to be the Examination Director. I wish each one of you, and Employee Plans as a whole, future success. Thank you for the treasured memories
I am looking forward to my retirement and being able to spend more time with my family and friends. I have ordered my 2014 calendar that lists every day as Saturday.
I wish you all the very best. -- Monika