Plan Sponsor Basics: Preparing for and Managing Plan Audits

Wednesday, September 10, 2014
12:00 PM - 01:00 PM Eastern Daylight Time

Please join us for the third installment of our 2014 Plan Sponsor Basics webinar series, which focuses on the issues that many plan sponsors face in the design and operation of their retirement plans.

This program is designed to help plan sponsors prepare for and manage plan audits (both annual audits from independent auditors and audits initiated by governmental agencies) and includes a discussion of the Internal Revenue Service’s recent emphasis on “internal controls”–style audits and the Department of Labor’s health plan audit initiative.

Lisa H. Barton
Partner, Pittsburgh

Julia L. Bringhurst, CEBS
Senior Benefits Advisor, Philadelphia

For more information, please contact Olive To at oto@morganlewis.com or +1.215.963.5116.

Upcoming Plan Sponsor Basics Webinars:
October 21 | Pension Benefit Guaranty Corporation Issues for Pension Plan Sponsors
November 4 | Issues for 401(k) Plan Sponsors with Employer Stock Investment Funds

CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.