Presented on December 18, 2023
Erin Goldfarb, Principal, Employee Benefit Plan Services
Heidi Berenbrok, Director, Employee Benefit Plan Services
Joy Timple, Senior Manager, Employee Benefit Plan Services
As we look back on 2023 and prepare for the year’s end, we saw a number of trends coming out of employee benefit plan (EBP) audits as well as new provisions from the SECURE Act 2.0.
View our annual webcast, in which we’ll share insights from prior year plan audits and look forward to 2024. Benefit-plan professionals will also answer questions, address concerns, and expand on key topics.
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