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Best Practices When Working With Service Providers

Date
May 19, 2015

As plan administration becomes more complex and virtual, plan auditors need to better understand how plan vendors are providing services to their clients. This will help us to perform higher quality and smoother audits. Highlights will include:
• Updates from certain vendors
• What our respective roles and responsibilities are
• How we can work better together to obtain information needed for our audits

Speakers

Speaker Image for Michael Kraemer
Fidelity
Speaker Image for Carmie Howell
Manager, TIAA-CREF
Speaker Image for Linh Lu Le
Sr. Business Project Lead, Principal Financial Group
Speaker Image for Bertha Minnihan
Partner, Moss Adams

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