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Webinar: Common Retirement Plan Errors & How to Avoid Them

This webinar will focus on the different problems that are uncovered during audits of employee benefit plans (by the Department of Labor, the Internal Revenue Service, and the plan’s outside audit firm) and how to avoid them as well as a discussion of best practices with regard to data security.

Course Objective: Enable plan sponsors of employee benefit plans to understand risk areas related to data security of plan related data and complying with plan documents.

Learning Outcomes: Participants will be able to:

  • Detect and address high risk areas within their plans
  • Recognize the most common mistakes plan fiduciaries make
  • Understand the options available for correction and the penalties associated with non-correction
  • Identify ways to improve the security of their data

1.0 CPE credit in Audit

Courtney Alexanderson, Partner, EisnerAmper LLP
Callan Carter, Counsel, Trucker Huss
Diane Wasser, Partner, EisnerAmper LLP

Tuesday, January 23, 2018

10:00am – 11:00am PST / 1:00pm - 2:00pm EST