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Employee Benefit Plans Conference 2017

EBP1738 - How to Get the Best from Your Client's Service Providers: Auditor Communicating with Service Providers

‐ May 9, 2017 11:25am

This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit.

Attendees will learn:

  • Tips and general framework of getting the most out of plan service providers you work with.
  • How to enhance the flow of information by involving providers early in the process and agreeing on timing expectations.
  • Positive impact of working together as a team and how to remove common obstacles in the audit process.


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