Phone Forums - Retirement Plans
Free phone forums featuring IRS employees discussing retirement plan topics.
Upcoming Phone Forums
403(b) Plans Update and Latest Developments - July 28, 2014
Please join experienced IRS representatives from Employee Plans Technical and Guidance for an overview of the latest developments in the 403(b) world. The overview will primarily focus on the 403(b) Pre-Approved Plan Program. This will include a discussion of program details as well as some of the issues the IRS is encountering as it begins to implement the program. Please email us your questions by July 21, 2014.
Registration Link - after registering, you’ll receive an email with detailed access instructions.
Date: July 28, 2014
Time: 2:00 p.m. Eastern
Duration: 60 minutes
Continuing Education (CE) Credits
- Enrolled Retirement Plan Agents may earn CE credit for attending the entire phone forum. The forum is also intended to meet the CE requirements for Enrolled Agents and Enrolled Actuaries, but the final decision rests with the Enrolled Agent Policy and Management and Joint Board for the Enrollment of Actuaries respectively. Other professional groups should consult with their licensing agencies regarding CE credit.
- Participants must register individually and use their own assigned User ID to receive CE credit.
- Each participant must use an individual phone line to establish attendance and the length of time attending the forum.
- A Certificate of Completion will be emailed to the participants who meet the attendance requirement about a week after the forum.
- Interested in other opportunities to earn free CE credits?
If you have question(s), please contact us at firstname.lastname@example.org.
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Handout: Retirement Plans After Windsor presentation
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Handouts: An Overview of the 2013 Cumulative List of Changes in Plan Qualification presentation and Notice 2013-84
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Handout: Ethical Standards for Employee Benefits Practitioners
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Handout: The Employee Plans Team Audit Program Presentation
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Handout: Tools to Prepare for an Audit presentation
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Handout: The Importance of Good Internal Controls presentation
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Handout: 403(b) Pre-Approved Plan Program Presentation
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Handout: 403(b) Plan Correction Issues Presentation
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Handout: International Issues Involving Retirement Plans in U.S. Territories Presentation
Employee Plans Compliance Resolution System Changes - February 21, 2013 - Session #1 & 2 - (audio) - Discussed Revenue Procedure 2013-12 and the various changes to the IRS correction programs.
Handout: EPCRS Changes Presentation