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Employee Benefit Plans Conference 2019


EBP1961 - Service Providers - Working Together Effectively


May 8, 2019 8:00am ‐ May 8, 2019 9:15am

Standard: $49.00

Description

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

  • 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.

Speaker(s):

  • Kizzy Gaul, JD, Manager, Regulatory Supervision, Prudential Retirement
  • Jean Hackstock, CPA, Senior Manager, Plante Moran PLLC
  • Michael F. Kraemer, CPA, Director, Regulatory Analysis and Consulting, Fidelity Investments

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