David N. Levine is a principal at Groom Law Group, Chartered. Mr. Levine advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from health and welfare to retirement and executive compensation matters.
David A. Torrillo, CPA/ABV, CVA is the managing member of Torrillo & Associates, LLC, a local public accounting firm which specializes in the audits of employee benefit plans. Dave oversees the accounting, auditing, and valuation services for the firm. Formerly a senior manager at PricewaterhouseCoopers LLP, Dave has over twenty-five years of accounting, auditing and financial reporting experience, primarily in employee benefit plans. Dave also volunteers on several committees, boards and associations.
Since the announcement by the Internal Revenue Service that they would no longer issue individual Determination Letters for plans that do not use a prototype, there has been much concern and confusion. The latest option is a legal opinion - come hear the pros and cons!
- Identify the value of the Determination Letter and the value of alternatives that are available to plan sponsors
- Learn about Reliance for Determination Letters -Select most appropriate option, out of other options, for your plan or client's plan