IRS to Discuss 401(k) Questionnaire Findings

April 24, 2013 ( – The Internal Revenue Service (IRS) 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 of Employee Plans Examinations; Joyce Kahn, acting director of EP Rulings and Agreements; and Janice Gore, EP area manager, will highlight findings from the report, as well as next steps plan sponsors can takeincluding outreach, guidance and compliance projectsduring a phone forum on May 13 at 2 p.m. Eastern time.

They will also discuss a new self-audit tool that aims 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.