How to Navigate Your Next Employee Benefit Plan Audit

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Presented on May 31, 2023

Erin Goldfarb, Partner, Employee Benefit Plan Services
Jason Lu, Senior Manager, Employee Benefit Plan Services
Jered Villacorte, Senior Manager, Employee Benefit Plan Services

Join us for our webcast, How to Navigate Your Next Employee Benefit Plan Audit, for insights on how to prepare for an upcoming plan audit. Key topics include:

  • Recent industry developments affecting employee benefit plans
  • Resources and templates to help you prepare for an employee benefit plan audit
  • Recommendations for gathering documents and organization
  • Practices that can increase audit efficiencies
  • Common challenges in audit preparations and how to overcome them

Related Topics

SAS No. 136: Applying Lessons Learned for the Future
Prepare for Your First 401k Audit

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