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2022 AICPA & CIMA Employee Benefit Plans Conference

EBP22SS02 - Adding Value to Ret. Plan Audits Benchmarking Trends -by Ashford Investment Advisors


May 11, 2022 7:00am ‐ May 11, 2022 7:50am


Standard: $49.00

Description

This session will demonstrate how auditors can provide valuable information to defined contribution plan sponsors through the use of plan benchmarking. This session will explore the various plan benchmarking data that is available, how to select and compare appropriate benchmarks for your clients, and how to interpret the results to provide actionable feedback.

Learning Objectives:
  • Identify why plan benchmarking is such an important practice for plan sponsors.
  • Indicate the appropriate tools used in plan benchmarking.
  • Distinguish how to apply benchmarking data to provide actionable feedback to clients.

Speaker(s):

Category: Early Riser Onsite and Online

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