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EBP1961
Service Providers - Working Together Effectively
Date
May 8, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Employee Benefit Plans Conference 2019
This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit.
- Tips and general framework of getting the most out of plan service providers you work with.
- How to enhance the flow of information by involving providers early in the process and agreeing on timing expectations.
- Positive impact of working together as a team and how to remove common obstacles in the audit process.
Speakers
Jean Hackstock, CPA
Senior Manager, Plante Moran PLLC
Michael F. Kraemer, CPA
Fidelity
Kizzy Gaul, Esq.
Manager, Regulatory Supervision, Prudential Retirement
General
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