PLANADVISER, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America’s retirement benefits decisionmakers. Alison, the Global Editor-in-Chief of PLANADVISER, interacts first hand with plan sponsors. Attend this session to hear Alison’s opinion of how you, as an auditor and trusted business advisor, can help your clients and other plan sponsors with plan operations. Take this information back to your practice to assist your clients in ensuring each is monitoring plan operations correctly and efficiently.
Identify processes, procedures, and internal controls your clients can put in place to operate a plan correctly and understand plan design trends.
Recall how to position your EBP practice as one that works alongside retirement benefits decisionmakers and gain insight into plan sponsors perspectives.