IRS audits and DOL investigations: How to be prepared

Understanding the basics of IRS audits and DOL investigations may help you be prepared in the event your retirement plan is under review.

In the fourth video in this series, Bruce Ashton of Drinker Biddle & Reath LLP presents IRS Audits and DOL Investigations: How to Be Prepared. He’ll discuss the process in detail and go over common issues—so you may be able to correct them before they trigger government attention. Topics covered include:

  • Why a plan may be chosen for an audit or investigation
  • What to expect
  • How to correct issues
  • Common problems

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products and services.