401(k) Fridays Podcast
The IRS & Your 401(k) Plan
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 1:02:30
- More information
Informações:
Synopsis
Over the years, and certainly recently there has been a lot of focus on the Department of Labor and their role in overseeing workplace retirement plans. What some might not realize or fully appreciate is the role if the Internal Revenue Service, better known as the IRS in overseeing retirement plans. To help employers get their arms around things I was excited to have Susan Mehlman, a Director in the National Tax Group and the Compensation and Benefits Practice Leader at Moss Adams join me on the podcast! During our conversation we highlight the different focusses of the IRS and the DOL in policing workplace retirement plans, how employers end up in the crosshairs of the IRS and some tips and strategies to help minimize the risk of an IRS audit or investigation. This week also marks a first on the podcast as we also re-released one of our very first podcast episodes which focussed on the role of the DOL. I thought this might make a natural follow-up from my conversation with Susan. While that episode