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Event Information
Presenter(s): Fiscal Team
Category: Fiscal
Target Audience : Treasurers
Start Date: 5/16/2019
End Date: 5/16/2019
Registration Deadline: 5/15/2019 2:00:00 PM
Time of Offering: 9:00:00 AM - 11:00:00 AM
Location: 5700 West Canal Rd., Valley View OH
Attendees: (8 / 40) Seats Filled (Click here to view attendees that have signed up for this event.)
Class Name: Treasurers' Advisory Committee
Class Description:

Fiscal updates
Treasurers' open discussions followed by

Guest Presenter:Robert McLean, U.S. OMNI,President/CEO
Presentation Title: Are You Protected In The Event Of A
403(b) IRS Audit?
Duration: 45-60 Minutes
Description: Penalties resulting from an IRS audit of a
403(b) plan can be extreme. Make sure your plan is
compliant with all IRS regulations.

Learning Objectives:
1. Identify and provide information on how to resolve
common audit issues and operational problems.

2. Provide advice on the best practices to follow
before, during, and after an IRS audit.

3. Learn what documents help keep you compliant with IRS


Attachment: No Attachment

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