Davide Villani

IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans

As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are properly administered, whether there are any party-in-interest transactions in the plan trust, and whether any...

As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are properly administered, whether there are any party-in-interest transactions in the plan trust, and whether any participant loans violate Internal Revenue Code (IRC) Section 72(p).

In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs’ Employee Benefit Plan Practice leaders review risk areas and how to avoid them.

Download the full slides from AAFCPAs’ Nonprofit Seminar >>

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Author Bio

About The Authors.

Davide Villani, CPA, CGMA

Partner, Employee Benefit Plans

Shawn Huxley

Shawn P. Huxley, CPA, MSA

Partner, Employee Benefit Plans

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