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EBP22SS02
Adding Value to Ret. Plan Audits Benchmarking Trends -by Ashford Investment Advisors
Date
May 11, 2022
$49
Standard Price
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This includes sessions from the conference: 2022 AICPA & CIMA Employee Benefit Plans Conference
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
Kathleen Dulko, CPA | CPFA
President, Ashford Investment Advisors
Session Categories
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