Online Webinar: IRS Webinar for Retirement Plans

  • 30 Apr 2014
  • 10:30 AM - 11:30 AM (PDT)
  • Online Webinar


  • A member of any chapter of the WP&BC in good standing.

Registration is closed
IRS Webinar for Retirement Plans

The webinar speaker, Colleen Patton of the IRS, will address a variety of topics relevant to qualified retirement plans including an overview of EP Exams, the impact the Federal Budget on retirement outreach programs, VCP, EPCRS, Rulings and agreements and the 401(k) questionnaire results and what to expect in the future.

About the Presenter
Colleen Patton is responsible for overseeing the delivery of the EP Examination program in the 13 western states.  She began her career with the IRS in 1987 as a Revenue Agent with Employee Plans.  Since then she has served as the staff assistant to the EP Exam Area Manager, Central Mountain and as an EP Exam Group Manager.  She has been the EP Exam Area Manager for the Pacific Coast Area since May 2005.  During the summer of 2010 she acted as the Director of Ruling & Agreements. 

Members are $35, Nonmembers are $50.

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