Featured Jobs
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The MandMarblestone Group, llc
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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MAP Retirement
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Relationship Manager - Actuary Daybright Financial
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Regional Vice President, Sales MAP Retirement
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Daybright Financial
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MAP Retirement
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Retirement Relationship Manager MAP Retirement
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Goldberg, Swedelson & Associates
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The Pension Source
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MAP Retirement
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Audits: The Devil is Always in The DetailsBroadridge |
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June 8, 2023 On-Demand Webinar |
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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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