Looking for assistance with making large plan audits smoother for your clients (and therefore, you)? Join Chris Beckett and Todd Hallowell of Pension Assurance LLP for our next ProPass session!
This session will equip you with a better understanding of the process so you can better advise your clients. During the session, we’ll cover:
- What are the requirements to have an audit
- What information is to be provided by the Plan sponsor, TPA, & Custodian
- How to prepare for the plan audit
- Discussion of the audit process
- Common issues found in plan audits
- Importance of audit quality