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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.