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Knowing what your auditor and TPA are looking for during your organization’s employee benefit plan compliance testing and audit can give insight into how to prepare. However, how do you know what they are looking for? Additionally, what do you do with the findings from the compliance testing and audit to better position your company for future success audits? Finally, we will discuss upcoming changes to limited scope audits.

Join VonLehman CPA & Advisory Firm, HORAN, and Graydon Law on Tuesday, February 1st for this virtual event as we hear from experts who not only help develop your employee benefit plan(s), but also audit them. We will hear from; Laura Murrer (CPA with Latitude Retirement), Kerri Walz (Manager with VonLehman CPA & Advisory Firm), and John Kirk (Attorney with Graydon) who will serve on a panel of experts moderated by Paul Carl (Vice President/Retirement Plan Consulting with HORAN). If you have any questions for our panelists, please submit them when you register.

This virtual event is eligible for: 1 hour of CPE, 1 PDCs for recertification credit hour through the Society for Human Resource Management, and 1 HRCI CE credit hour.

Agenda:

12:00 pm – Welcome

12:05 pm – Panel Discussion Paul Carl, HORAN (Moderator)

Panelists:

o Laura Murrer (CPA with Latitude Retirement)

o Kerri Walz (Manager with VonLehman CPA & Advisory Firm)

o John Kirk (Attorney with Graydon)

12:50 pm – Q&A

1:00 pm – Conclusion of event

Event Details

Date & Time

02/01/2022, 12:00 pm - 1:00 pm

Venue

Online Event

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