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Communicating Plan Compliance Issues to Clients and Others

Date
May 20, 2015

You have identified a possible plan compliance issue — whom do you tell and what do you say? This session will help you identify your audience, craft the message and standardize the process.

Speakers

Speaker Image for Stephen LaGarde
Principal, EY
Speaker Image for Monique Elliott
Shareholder/Owner, Elliott Group CPAs, PLLC
Speaker Image for Lisa Germano
President and General Counsel, Actuarial Benefits & Design Company

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