IRS to Discuss 401(k) Questionnaire Findings

The Internal Revenue Service is hosting a phone forum to discuss findings from its 401(k) Compliance Questionnaire.

The “401(k) Compliance Check Questionnaire Final Report” covers plan form and operational issues compiled from data provided by 401(k) plan sponsors. (See “29% Chose Deferral Higher Than Default.”)  Monika Templeman, director Employee Plans Examinations; Joyce Kahn, acting director EP Rulings & Agreements; and Janice Gore, EP area manager, will highlight significant findings and next steps (including outreach, guidance and compliance projects) during a phone forum on May 13 at 2 p.m. Eastern time. They will also discuss a new self-audit tool to help 401(k) plan sponsors avoid costly mistakes.   

Those who register and have a specific matter that they would like to be addressed should e-mail by May 6.  

Registration is here.