Fiduciary Governance of Employee Benefit Plans

LinkedIn Share Button Twitter Share Button Other Share Button

Presented on January 1, 0001

Bertha Minnihan, Partner, Employee Benefit Plan Services

Bertha Minnihan discusses fiduciary governance for employee benefit plans from an auditor’s point of view.

For more information about fiduciary responsibilities, please download these resources:

  1. Fiduciary Governance – auditor lens
  2. Effective Monitoring of Outsourced Plan Recordkeeping and Reporting Functions AICPA
  3. Importance of Internal Control in Financial Reporting AICPA
  4. Importance of Retaining and Protecting Plan Records AICPA
  5. Meeting Your Fiduciary Responsibilities DOL

Contact Us with Questions

The material appearing in this communication is for informational purposes only and should not be construed as legal, accounting, or tax advice or opinion provided by Moss Adams LLP. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.

Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.