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
Julia L. Bringhurst, CEBS
Senior Benefits Advisor, Philadelphia
For more information, please contact Olive To at firstname.lastname@example.org 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.