Error loading player: No playable sources found
EBP2369
Come Together: Roles and Responsibilities, and Collaboratively Working Together
Date
May 10, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2023 AICPA & CIMA Employee Benefit Plans Conference
This session will address best practices for working collaboratively among plan sponsors, service providers, and auditors, focusing on the roles and responsibilities of each and solutions for a successful audit.
Learning Objectives
- Analyze the roles and responsibilities of each party involved in an EBP plan audit.
- Recognize pain points and solutions from the perspective of a plan sponsor, recordkeeper, and auditor.
- Identify best practices in working together to achieve an effective and efficient audit.
Speakers
Compliance Analyst, Fidelity
Senior Consultant, USI Consulting Group
Assurance Partner, HoganTaylor LLP
Manger, Retirement Pograms, Reliance Steel & Aluminum Company
General
Related Products
Digging Into the Definition of Compensation + 414(s)
It's not uncommon for employee benefit plan auditors to find errors in the application of a plan’s definition of compensation. However, truly understanding a plan’s definition of compensation is not always straight forward…
Plan Sponsor Panel – Best Practice Discussion
This session includes a panel of plan sponsors who will discuss best practices of working with service providers, best features these plan sponsors utilize to help their plan meet participant needs and key/relevant internal controls and challenges…
The Impact and Correction of Common Operational Errors
Learn about common operational errors in qualified retirement plans, the proper corrective action of those errors, the impact on plan financial statements, and an overview of the IRS and DOL correction programs from the perspective of an EBP auditor and an ERISA attorney…
Cyber Incident Journey
Hear from the cyber experts behind one of the top recordkeepers for 401(k) plans and an attorney who helps plan sponsors protect against cybercrime as well as works to ensure compliance with reporting requirements…
