Conferences and Speeches

ESOP Association Southwest Chapter 2016 Fall Conference

Friday, August 26, 2016

ESOP senior attorney Jason Ray will present at the ESOP Association Southwest Chapter 2016 Fall Conference.

DOL and IRS Investigations and the Soon-to-be-Extinct 5-Year Remedial Amendment Cycles
This session will provide guidance on what to expect and how to respond to a DOL request for information and follow-up investigation; from an IRS audit and request for information; and amendments from IRS Agents in the determination letter process. Presenters will share recent experiences with the DOL and IRS. This session will also provide insight into the scaled-back determination letter program and what it means for ESOP sponsors.