Our private series of informative workshops are easy to join and informative.
Don’t Get Caught Unprepared – Preparing for Your First Retirement Plan Audit
Presented by: Pension Assurance & RetirementDNA
Why you should register: When your company grows to over 120 retirement plan participants, you may be surprised to find out your plan’s Form 5500 filing will need to be audited by a CPA firm. In this webinar, we will help you prepare for the audit by discussing the following:
- When a plan audit is needed
- Selecting a plan auditor
- DOL audit quality study
- Documentation needed during the audit
- How your plan service providers can help
- Common audit findings
- Audit timeline
