The IRS has published its compliance program and priorities for 2021, which outline some of the red flag issues that could trigger a retirement plan audit. Simply waiting for the dreaded audit letter to arrive isn’t a smart strategy. Take steps now to be ready for an audit even when you don’t expect one.

In this Dialogues with Definiti webinar, Brooke Cozort, ERISA Attorney, covers strategies that can protect a plan’s qualified status, including:

• The IRS compliance strategy initiatives affecting retirement plans
• The IRS’ and DOL’s “Hot Button” items
• Best practices to ensure compliance

Speaker

BROOKE K. COZORT, JD CPC
ERISA Attorney

Brooke Cozort, JD CPC, is an ERISA Attorney at Definiti where she provides clients with guidance on plan design considerations, operational compliance, fiduciary responsibilities, legislative and regulatory changes, industry trends.