transcript   Transcript

ERISA: Regulatory Interaction with Plans

Recorded on: Aug. 2, 2017
Running Time: 00:58:03

Full Transcript:

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Taken from the Web Program ERISA 2017: The Evolving World recorded July/August, 2017 in New York.

ERISA: Regulatory Interaction with Plans [00:58:03]
  • Determination Letters/IRS and DOL Correction Programs
  • IRS and DOL voluntary correction programs
  • DOL priorities
  • Audits and investigations

Michael Boro, Alan Lebowitz, Steve Rabitz

The purchase price of this segment includes the following article from the Course Handbook available online:

  • New Determination Program Rev. Proc. 2016-37
  • Rulings and Determination Letters. 26 CFR § 601.201 (2016)
  • New IRS Guidance on Downsized DL Program—In Brief (July 1, 2016)
    Erin K. Cho

Presentation Material

  • ERISA: Regulatory Interaction with Plans
    Michael J. Boro
Michael J Boro ~ PricewaterhouseCoopers LLP
Alan D Lebowitz ~ Senior Advisor, Evercore Trust Company, N.A.
Steven W Rabitz ~ Stroock & Stroock & Lavan LLP
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