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Special Announcement:

Our October Chapter Meeting will be co-hosted by the New York City Bar.
There is no charge for this teleconference, but you must register.
To register, please click here

Teleconference: The Evolution of IRS Retirement Plan Programs: Determination Letters and EPCRS
Date: October 19, 2016
Time: 12-1:30 ET

For attorneys and their clients who work with employer sponsored retirement plans, two critical programs offered by the Internal Revenue Service are the determination letter program and the Employee Plans Compliance Resolution System ("EPCRS"). This teleconference, sponsored jointly by the Employee Benefits and Executive Compensation Committee of the New York City Bar and the New York City Chapter of Worldwide Employee Benefits (WEB), will focus on the current status of these two programs. The IRS has announced major changes to the determination letter program that will affect not only the operation of retirement plans but other areas where retirement plans are at issue, including mergers and acquisitions, coverage under the securities laws, and bankruptcies. EPCRS remains a heavily used program, and the IRS has recently implemented important changes to its rules affecting how corrections are made to fix some common plan errors.

In this program, Speaker Elizabeth Dold will address the changes coming to the determination letter program and consider how they will affect retirement plan administration and other matters. Speaker Scott Feldman will focus on recent updates to EPCRS and practical considerations to keep in mind when using the correction program. There will be an opportunity to ask questions of both speakers.

Scott Feldman, Group Manager — Northeast/Mid-Atlantic Voluntary Compliance Group of the IRS
Elizabeth Dold, Principal, Groom Law Group

Monthly Meetings

We welcome members and non-members to join us each month for our educational programs and networking opportunities.

For details about upcoming meeting topics and speakers select "Events" above.

To receive a monthly email about upcoming New York Chapter meetings please contact Beverly Hegmann at

For information about the NY WEB Meeting VOUCHER PROGRAM, click here!

Meeting Topics during the past two years have included:

  • The Death of DOMA — What you need to know
  • Independent Contractors: Overcoming the Legal Perils
  • Compensation and Employee Benefits in Mergers and Acquisitions
  • How to Survive a Visit from the IRS
  • Healthcare Reform: 2014 and Beyond
  • Hot Topics for 401(k) Plan Sponsors
  • Hot Topics in Employee Benefits Litigation
  • Negotiating ERISA Service Provider Agreements: Practical Options
  • Form 5500: Lessons Learned, New Issues and Best Practices


For information about WEB, please click here. To join online, click here.

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