Upcoming Webinar: Understanding the “Ins and Outs” of a Retirement Plan Audit
April 19, 2023

Webinar date and time: Wednesday, May 3, 2023; 11:00 am CDT


Link to register


Program Description

Join Miller Cooper Principal Dave Eisner and Forest Capital Management Advisor Brian Jessen to take a deep dive into the wonderful world of the annual retirement plan audit. Get an auditor’s perspective on common retirement plan audit issues and how to avoid them ensuring this year’s audit runs smoothly. Further, hear from a retirement plan co-fiduciary advisor about the risks associated when your plan is not “audit-ready.”

Are you anxious about facilitating your company’s qualified retirement plan’s ERISA audit this year? Is this your first time through an ERISA audit? Have past ERISA audits been painful? If so, join Dave and Brian on Wednesday, May 3rd @ 11am CDT. They will be sharing plan audit “dos” and “don’ts” to make sure you’re set up for success.

Bring your questions when you come. Dave and Brian will answer as many as they can after the presentation to provide you with real-time insights.

Please join us on Wednesday, May 3 at 11am CDT!


Register here

You might also like

Important QuickBooks Desktop Information

  Intuit announced that after July 31, 2024, they will no longer sell the following products to new subscribers: QuickBooks Desktop Pro Plus QuickBooks Desktop Premier Plus QuickBooks Desktop Mac Plus QuickBooks Desktop Enhanced Payroll QuickBooks Desktop...

read more