Employee Benefits Account Manager U.S. Retirement & Benefits Partners
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Fringe Benefit Group
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VP, Marketing (Non-Qual/COLI/BOLI) - Financial Services Ascensus
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Nyhart, part of FuturePlan by Ascensus
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MAP Retirement
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Steidle Pension Solutions
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Retirement Plan Consultants
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Strongpoint Partners
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Pollard & Associates
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Software Support Specialist: DC/401(k) and 5500 Forms Actuarial Systems Corporation - ASC
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Audits: The Devil is Always in The DetailsBroadridge |
June 8, 2023 Recorded Online Webinar |
Retirement plan advisors, it’s audit season! Join an auditor, seasoned TPA expert and data-driven recordkeeper for an educational hour of what is new in the retirement plan audit space. Come learn about the latest legislative changes, and check out sales tools for mining a Form 5500 for new prospects. Follow up materials will include a sample Audit RFP for you to customize to your practice. Use it to help business owners complete the due diligence for a retirement plan auditor so they are able to get into the details and choose wisely! By the end of the session, attendees will be able to…
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