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Best Practices for Working with TPAs

Date
May 15, 2013

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.

Speakers

Speaker Image for Carmie Howell
Manager, TIAA-CREF
Speaker Image for Heidi LaMarca
President/Managing Partner, Windham Brannon,P.C.
Speaker Image for Linh Lu Le
Sr. Business Project Lead, Principal Financial Group
Speaker Image for Michael Kraemer
Fidelity

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