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Volatility in investment markets raises questions for everyone, participants, and fiduciaries alike. With the growth of 401(k) and other individual account retirement plans, many participants are responsible for investing their retirement savings. How should a fiduciary be fully prepared? What do plan fiduciaries need to know and what does the Department of Labor say about selecting target date funds or other default investment funds? Additionally, what does an auditor look for within your investments, and specifically within your internal controls?

Listen in as VonLehman CPA & Advisory Firm, HORAN, and Graydon Law teamed up on Wednesday, May 11th as a panel of experts to answer frequently asked questions on retirement investment accounts. We hear from; Paul Carl, Vice President, Retirement Plan Consulting with HORAN, Jovana Krajewski, Audit Manager and ERISA specialist with VonLehman, and John Kirk, Partner with Graydon.

Event Details

Date & Time

05/11/2022, 12:00 pm - 1:00 pm


Virtual Event

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