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Session gives CPAs tools and topics to coach their EB Plan clients on plan governance: reach of fiduciary responsibility/oversight, understanding "bundled" arrangements, why the DOL demands an IPS (even if the law does not), choosing a 3(21) or a 3(38) to assist, issues even auditors sometimes miss.
Formulate your firm's plan to be a value-add to an EBP client.
Interpret comments from a recent client survey to customize your EBP practice.
Predict issues auditors should find or consult on for their EBP clients.
