Error loading player: No playable sources found
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
• 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
Carmie L. Howell, CPA
Manager, TIAA-CREF
Sr. Business Project Lead, Principal Financial Group
Partner, Moss Adams
Michael F. Kraemer, CPA
Fidelity
Related Products
Overview of Health and Welfare Plans
Health and Welfare (H&W) Plan Audits are a specialized area in EBP audits…
Internal Control: Putting the Puzzle Pieces Together
Identify the various components of internal control at the plan sponsor, custodian and recordkeeper. Analyze different scenarios when one provider is utilized vs. multiple providers…
Form 5500 Workshop
This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will explore common practitioner questions and Form 5500 and related schedules' pitfalls…
The Aftermath of CARES Act and Continuing the COVID-19 Chronicles
This session will be a panel discussion covering challenges and the related audit considerations of COVID and the CARES Act facing plan sponsors, service providers and auditors…
