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Employee Benefit Plans 2013

Best Practices for Working with TPAs


‐ May 15, 2013 7:00am

Service providers are key to a successful audit as well as compliance reporting for retirement plans. This session will show the diversity of the service provider industry. Some of the highlights of this session will be: what you need to ask for, what you can expect to receive, how these items are delivered and how they are a key component for the audit. Come hear from three different service providers who will explain how to best ensure delivery of useful audit evidence.

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