Registration for the 2:00 p.m. ET session of the Sept. 7 phone forum has reached capacity and is closed. However, IRS has added another session at 11:00 a.m. ET to enable more people to attend. Please don’t register for this new session if you’ve already registered for the 2:00 p.m. ET session.
Learn how to correct common mistakes in 401(k) plans.
Avaneesh Bhagat, Voluntary Compliance group manager, and Sherri Morris, Voluntary Compliance tax law specialist, will present this phone forum. Email specific issues you would like the speakers to address to ep.phoneforum@irs.gov.
Registration Link - after registering, you will receive forum access instructions in an email.
Continuing Education Credits:
- Enrolled Agents and Enrolled Retirement Plan Agents may earn CE credit for attending the entire phone forum. It‘s also intended to meet the CE requirements for Enrolled Actuaries, but the final decision rests with the Joint Board for the Enrollment of Actuaries. Other professional groups should consult their licensing agencies for acceptability of credit.
You must register individually and use your own assigned User ID to receive CE credit.
You must use an individual phone line and attend the entire forum to receive CE credit.
If you meet the attendance requirement, you will receive a Certificate of Completion via email about a week after the forum.
If you have any questions, please contact ep.phoneforum@irs.gov.