Top IRS Representatives to Present at 2015 ASPPA Philadelphia Conference

Top IRS Representatives to Present at 2015 ASPPA Philadelphia Conference


ARLINGTON, VA — The American Society of Pension Professionals & Actuaries (ASPPA) is pleased to announce that a panel of top experts from the IRS will participate in this year’s ASPPA Philadelphia Regional Conference taking place April 30 – May 1 at the DoubleTree Center City in Philadelphia.

The IRS Panel features:

  • Sunita Lough, Commissioner, TE/GE Division, IRS
  • Robert Choi, Director, Employee Plans, TE/GE Division, IRS
  • Lisa Beard, Director, Employee Plans Examinations, IRS
  • Michael Sanders, Employee Plans Area Manager, Mid-Atlantic Area, IRS
  • Moderator: Arthur Bachman, Partner, Blank Rome LLP

During this session on April 30, attendees will gain insights on a number of timely topics, including errors found during examinations, future audit priorities and the selection process, the determination letter program, the 5500-EZ penalty relief program, matters of consideration for retirement plans in regard to same-sex marriages, the rules relative to one IRA rollover per year, and additional regulatory priorities.

The 2015 ASPPA Philadelphia Regional Conference offers a number of educational sessions on a wide range of topics, including Washington/Regulatory Update, The Pros and Cons of the Latest 401(K) Plan Design Ideas, Defining Compensation in the Qualified Retirement Plan, Dealing with the Defective Plans, Plan Distributions, Today’s Overwhelmed Plan Sponsor, and Ask the Experts.

For additional information and to register, visit


Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]

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