Preparing For and Managing Plan Audits

June 18, 2013

On June 18, 2013, Morgan Lewis presented the fourth installment of our 2013 Plan Sponsor Basics webinar series, which focuses on the day-to-day issues that many plan sponsors face in the design and operation of their retirement plans.

This webinar focused on the following important areas of facing an audit by the Department of Labor, IRS, or a plan's independent outside auditor:

  • Preparing for an audit
  • Managing the audit process
  • Responding to requests for information
  • Resolving open audit issues
Lisa H. Barton | Partner, Pittsburgh
Gregory L. Needles | Partner, Washington, D.C.

Upcoming Plan Sponsor Basics Webinars
Sept. 17 | Mergers, Acquisitions, and Other Corporate Transactions
Oct. 15 | Fiduciary Issues for Retirement Plan Sponsors