What Plan Sponsors Need to Know: Providers and SOC Reports

Presented on June 9, 2022

Chris Kradjan, Partner, Moss Adams
Erik Daley, Managing Principal, Multnomah Group

Nearly every plan sponsor in the country outsources critical recordkeeping, cashiering, and custody services to third-party providers. While those services are outsourced, the fiduciary responsibility for their accurate execution still resides with the plan sponsor.

Watch our on-demand webcast, cohosted by Multnomah Group, to learn more about SOC® (System and Organization Controls) examinations, also known as SOC audits. We’ll discuss what you need to know to be an intelligent user of SOC audits and more.

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