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EBP2369 - Come Together: Roles and Responsibilities, and Collaboratively Working Together

‐ May 10, 2023 11:00am

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.


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