Free IRS Phone Forums – Employee Plans

Free phone forums featuring IRS employees discussing retirement plan topics.

Upcoming Phone Forums

Determination Letter Issues Regarding Employee Stock Ownership Plans – October 28, 2011

The presentation will cover topics such as technical issues affecting ESOPs and recurring issues noted in ESOP determination letter submissions. Presenters are Don Kieffer and Rick Parker in the Employee Plans Determination Letter program. Attendees are encouraged to submit questions in advance to on or before October 21, 2011.

Conference Access Code






2:00 p.m.

1:00 p.m.

12:00 p.m.

11:00 a.m.

  • Register at:
  • You will be assigned a Personal Identification Number (PIN) that must be used to join the conference.
  • If you have never registered for an AT&T phone forum, you will need to click on “create a profile” first.

Dial in on: October 28, 2011

Toll Free: (800) 683-4564

  • Dial in 15 to 20 minutes before the scheduled time.
  • Enter your access code, then the pound (#) sign.
  • Enter your PIN, then the pound (#) sign.
  • Your line will be placed on hold until the conference begins.

Phone Forums generally take about 60 minutes.

Continuing Professional Education (CPE) Credits

  • Enrolled Agents and Enrolled Retirement Plan Agents may earn CPE credit for attending the entire phone forum. Other professional groups should consult with their licensing agencies regarding CPE credit.
  • Participants must register individually and use their own assigned PIN to receive CPE credit.
  • Each participant must use an individual phone line to establish attendance and the length of time attending the forum.
  • A Certificate of Completion will be emailed to the participants who meet the attendance requirement about a week after the forum.

If you have question(s), please contact us at