On August 6, 2009, Mr. Roger Kuehnle, Tax Law Specialist, and Ms. Lisa Mojiri-Azad, Senior Technical Reviewer, Office of Division Counsel/Associate Chief Counsel, TE/GE, Employee Benefits, will conduct a phone forum to review recent IRS 401(k) guidance. Specifically, during this hour-long presentation, Mr. Kuehnle and Ms. Mojiri-Azad will focus on the final regulations on automatic contribution arrangements and the recently proposed regulations on the suspension or reduction of non-elective contributions under a safe harbor plan.
The presentation will begin at 2:00 p.m. ET/11:00 a.m. PT. Registration is free and open until Friday, July 31, 2009. To register, visit the IRS website at www.irs.gov: (1) click on the Retirement Plans Community in the upper right-hand corner and (2) click on 401(k) Phone Forum – August 6, 2009 (half way down on the right side of page). You will be redirected to an AT&T Teleconference Service for registration purposes.
During the Firm’s most recent Annual Employment, Labor and Benefits Seminar, which was held in May 2009, Jennifer Watson reviewed these requirements. The phone forum is an excellent opportunity to hear directly from the IRS.