The Risks of Employee Benefit Plans: The Top 10 Common Mistakes in Administration That Result in Taxes or Penalties (and How to Fix Them)

February 6, 2020 at 12:00pm1:30pm
Fox Rothschild LLP
Fox Rothschild LLP

5420 Lyndon B. Johnson Freeway

Suite 1200

Dallas, TX 75240

Join Kathy Barrow, a partner in Fox Rothschild’s Employee Benefits & Compensation Practice Group, for a lunch program designed to help you avoid common mistakes that can occur in employee benefit plan administration.

Attendees will learn:

  • Top 10 things that go wrong with employee benefit plans
  • How to discover and correct these common mistakes
  • “Operational controls” the IRS and DOL look for during audits
  • Methods for documenting operational controls for the IRS and DOL
  • How to conduct the required due diligence regarding operational controls
  • Avoiding the resulting IRS and DOL taxes and penalties
  • Why you might reconsider having a third party administrator or insurer administer your plan
  • Benefits to controlling the operation of your plan

*Each attendee will also receive a due diligence survey to assist them in discovering and correcting operational errors in their retirement and welfare plans.