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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
• 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
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