Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Austin TX / Dallas TX / Scottsdale AZ / Telecommute)
Senior Actuarial Administrator

Group RHI
(TX / Telecommute)
Client Relationship Manager

Loren D. Stark Company
(Houston TX / Telecommute)
Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company
(Houston TX / Telecommute)
Plan Document Support Specialist

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Plan Document ERISA Attorney

Actuarial Systems Corporation
(Sylmar CA / Telecommute)
Retirement Plan Sales Territory Manager

Loren D. Stark Company
(Irving TX / Telecommute)
DC Plan Administrator

San Diego Pension Consultants
(San Diego CA)
Compliance Analyst (QKA)

Newport Group
(Folsom CA / Dallas TX / Walnut Creek CA / Annapolis MD / Burlington VT / Charlotte NC / Chicago IL / Fresno CA / Moline IL / Lake Mary FL / Saint Petersburg FL / Saint Louis MO / AL / IA / MN / PA / VA / WI)
Apprentice - Financial Services and Employee Benefits

Columbia Benefits, LLC
(Englewood CO)
Retirement Plan Relationship Advisor

Prosperity Advisors, LLC and SS&G Wealth Management
(Akron OH)
DC 401(k) Plan Administrator

Gelman Pension Consulting, Inc.
(New York NY)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More Lorman Education Services Webcasts and Conferences

ERISA Audits: What We All Knew but Forgot

Lorman Education Services

Feb. 26, 2018
Recorded Online
Webcast

Make sure your retirement plan is in full compliance and know what to expect when an audit is scheduled.

With the ever-changing landscape for employee benefit plans, it becomes easier and easier for an employer to fall out of compliance and risk exposure. Many employers mistakenly rely exclusively on their brokers and service providers to keep them legally compliant with growing complex regulations. When the Department of Labor or IRS comes knocking and looking to examine the benefits being offered to employees, it is important for an employer to be knowledgeable and ready.

Join Rebecca Dobbs Bush for this topic as she prepares employers how to best be audit-ready. You will learn how to discuss the goals and purpose of a DOL audit; describe the stages of an audit; review requested documents; and recognize what is being looked for. Rebecca will cover key concepts involved in employee benefit plans and the DOL Audit process, including:

  • Identifying priority areas for correction and determining materials that will demonstrate compliance;
  • Ensuring documentation and procedures are in place to support compliance with federal laws; and
  • Correcting any compliance issues prior to an audit to avoid penalties and expedite the audit process.

Learning Objectives

  • You will be able to discuss the goals and purpose of a DOL audit.
  • You will be able to describe the stages of an audit.
  • You will be able to review requested documents.
  • You will be able to recognize what is being looked for.

Continue by clicking on the following link:
http://www.lorman.com/training/benefits/erisa-audits-what-we-all-knew-but-forgot#overview?affiliate=benefitslink&p=16054&c=99

© 2020 BenefitsLink.com, Inc.