Firm News

WEBINAR: Locating Missing 401(k) Plan Participants: Best Practices to Comply with DOL and IRS Guidance

Trucker Huss, APC is pleased to announce that Robert Gower and Katuri Kaye led a BLR webinar titled “Locating Missing 401(k) Plan Participants: Best Practices to Comply with DOL and IRS Guidance” on Wednesday, February 13, 2019. The presentation provided an understanding of how to prepare for the growing number of DOL and IRS audits focused on locating missing 401(k) plan participants – and how to best conduct searches.

Robert R. Gower concentrates his practice in all aspects of tax-qualified retirement plan design, compliance, and administration. He routinely works with defined benefit, cash balance, profit sharing, 401(k) and KSOP plans. Robert has wide-ranging experience in plan drafting, including plan documents, amendments, resolutions, and summary plan descriptions. He also assists plan sponsors in preparing committee charters and bylaws to help govern plan administration.

Katuri Kaye focuses her practice primarily on qualified retirement plans, including defined benefit and defined contribution plans, and plans of tax exempt entities and public schools and universities, including 403(b) and 457 plans. She counsels clients on the design and tax-qualification of retirement plans and the taxation of employee benefits. In addition, Katuri assists clients with drafting plan documents, SPDs and plan amendments; analyzing plan administrative issues; service provider and investment management agreement reviews; reviewing and drafting QDROs; preparing IRS and DOL submissions; and resolving questions regarding compliance with ERISA and the Internal Revenue Code.