Description

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.

Speaker(s):

• Jewell Lim Esposito, Partner & ERISA Attorney, FisherBroyles LLP