ESOP Partners-Sponsored Heart of America Chapter’s 15th Annual ESOP Conference

Posted by Melanie Matulonis on Thu, Aug 21, 2014
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ESOP Partners will sponsor the Heart of America Chapter’s 15th Annual Fall ESOP Conference being held Thursday, September 4, 2014 at the DoubleTree by Hilton Hotel in Overland Park, Kansas. 

Vicki Graft, ESOP Consultant with ESOP Partners will be participating as a speaker at the conference and will be presenting the following session:

DOL and IRS Audits
Thursday, September 4
10: 45 a.m – Noon

What should you expect from a DOL or IRS audit?  What information is the DOL and IRS requesting when an ESOP Plan is selected for audit?  In addition to answering these questions, Vicki will:

1) Give an overview of the Employee Benefits Security Administration;

2) Discuss the fiduciary’s duties;

3) Provide insight regarding the common errors / deficiencies found during ESOP audits; and,

4) Explain the electronic filing / Form 5500 revisions and the Voluntary Fiduciary Compliance Program (VFCP).

Click here to find out more about this conference, including registration information and deadlines.

Topics: ESOP Partners News, ESOP Sponsorships

Melanie Matulonis
Written by Melanie Matulonis

Melanie Matulonis is the Marketing Team Leader with ESOP Partners. She is responsible for supporting the company’s strategic goals and mission of "changing lives through employee ownership" through the development and execution of internal and external marketing communications programs and campaigns.