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Best Practices for Retirement Plan Audits & Compliance

  • Hertzbach & Company, PA 1530 Wilson Boulevard Arlington, VA, 22209 United States (map)
39% of retirement plan audits did not comply and contained a MAJOR deficiency. --DOL, May 2015, Assessing the Quality of Employee Benefit Plan Audits

Does your organization's employee retirement plan require an audit?
Will it soon? (hint: the plan is approaching 120 participants)

Retirement plan audits can be expensive and a time consuming distraction. 

Don’t throw money away on a poor quality audit that the DOL may determine to have major deficiency.

Attendees will learn how to:

  • Identify a quality retirement plan auditor
  • Save time on your plan's audit
  • Learn best practices for surviving your audit
  • Better manage your retirement plan to meet minimum fiduciary standards
  • Optimize your plan for your employees and your audit

Who Should Attend:
Plan Sponsors - CFOs or Controllers - HR Professionals

Parking/Transportation: Rosslyn Metro, street/garage parking

Presentations by:
Zeynep Orhan, CPA of Hertzbach & Company, P.A.
Courtenay Shipley, CRPS, AIF of Retirement Planology, Inc.

Moderated by Mark P.S. Edward, CPA, CGMA, FCA of Hertzbach & Company, P.A.

Eventbrite - Best Practices for Retirement Plan Audits & Compliance