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Service providers are the key to successful compliance reporting for retirement plans and this session will show how diverse the service provider industry is. What you can expect to receive and what you need to ask for, how these items are delivered and how they are a key component in the audit report or any other service provider report will be highlighted. Come hear from three different types of service providers - similar, yet different. All three showing us how to best ensure delivery of useful audit evidence while speaking different languages seamless plan compliance with pro forma communication.
Speaker(s):
Ms. Beth
L. Garner,
CPA,
National Practice Leader, ERISA Audits,
BDO USA, LLP
Linh
Lu Le,
Sr. Business Project Lead,
Principal Financial Group
