WEBINAR: IRS & DOL Audits - Being Prepared When They Come Knocking

There has been a steep rise in complaints filed by plan participants with the Department of Labor (DOL) and/or the Internal Revenue Service (IRS), regardless of the organization size. This, coupled with the ever increasing number of laws and regulations impacting health and welfare plans, has resulted in increased scrutiny by both agencies regarding compliance issues-not to mention an up-tick in costly litigation. To ensure you are adequately prepared in the event the federal government does come knocking, and to assist you in meeting your fiduciary obligations in the event of an IRS or DOL audit, this webinar will: (1) take you through the key areas that the IRS and DOL focus on during a typical audit; and (2) explain the necessary steps for performing a check-up on your health and welfare plans. We will also feature a discussion of common pitfalls, practical compliance tips, and best practices to help prevent, or at least minimize your exposure to an audit.

This webinar will be presented by Marilyn Monahan and Richard Asensio. Marilyn is the owner of the Monahan Law Office in Marina del Rey, CA and focuses her practice on advising employers, health plans, and consultants on compliance with employee benefit and insurance laws, including ACA, ERISA, HIPAA, and COBRA. She lectures frequently to human resource and employee benefit professionals on new developments in the law. Richard is a well-respected expert in the industry and has a wealth of experience assisting clients in managing employee benefits programs with an emphasis on compliance. Richard's areas of special expertise include ACA, IRS, ERISA, COBRA and HIPAA compliance matters, and in performing document and operational compliance reviews of retirement and health and welfare plans.

About Burnham Benefits

As a well-established, leading employee benefits consultant in the California marketplace; one of our key goals is to provide meaningful information and advice so that employers in both the private and public sector can make better informed decisions.

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