Current Trends in DOL and IRS Investigations

By Allison Wilkerson on September 23, 2021

Posted In Employee Benefits, Employee Stock Ownership Plans (ESOPs), Retirement Plans

What can employee stock ownership plan (ESOP) managers due to prepare an effective record in advance of a potential US Department of Labor or Internal Revenue Service investigation? McDermott Partner Allison Wilkerson presented on this topic during The ESOP Association‘s TEA National 2021 Conference.

Access the slides.

Tags: audit notice, DOL, employee stock ownership plan, ESOP, Internal Revenue Service, IRS, The ESOP Association, US Department of Labor

Allison Wilkerson
Allison Wilkerson focuses her practice on employee benefits matters. She has extensive experience handling issues pertaining to the Employee Retirement Income Security Act of 1974 (ERISA) and employee stock ownership plans (ESOPs). Read Allison Wilkerson's full bio.

Current Trends in DOL and IRS Investigations

Related Posts

BLOG EDITORS

STAY CONNECTED

TOPICS

ARCHIVES

RECENT POSTS