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Employee Benefits Event: Best Practices & Uncovering Mistakes


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There are several common findings that plan auditors detect during retirement plan audits. This includes both Department of Labor and IRS auditors and your external plan auditors. Whether you currently have an external audit of your plan or not, it is important to be aware of these items and more importantly, how you can fix noncompliance when discovered. Additionally, benchmarking your plan’s fees, service providers and design is crucial to meet your fiduciary obligations and also ensure your plan remains competitive for current and future employees.

Please join us on Wednesday, June 5th as Laura Ryan of ThompsonHine and Beth Vice of VonLehman CPA and Advisory Firm discuss common findings noted during retirement plan audits and the best way to alleviate those findings. Also, Zac Burns with Pension Corporation of America will review the importance of benchmarking plans as well as review a case study illustrating its significance.

AGENDA

7:30-8:00 – Registration/Networking

8:00-8:35 – Laura Ryan, ThompsonHine and Beth Vice, VonLehman CPA & Advisory Firm

8:35-9:00 – Zac Burns, Pension Corporation of America

9:00-9:30 – Q/A

9:30 – Program Concludes