Retirement Plan : Common Audit Findings and Best Practices for the New Year

Now that the 2021 retirement plan audit season is behind us, it’s time to prepare for 2022. Hearing from auditors as to what they see as the most common audit findings can be beneficial to prepare for the new year. Additionally, hearing from the advisor and legal side on what to do when these findings occur and what their suggestions are for retirement plan best practices as we head into a new year.

Join VonLehman CPA & Advisory Firm, HORAN and, Graydon, on Tuesday, November 16th where we will discuss common audit findings, how to eliminate errors on the front end and how to resolve any remaining issues found. We will hear from experts representing each of these organizations to answer your questions. If you have questions for our panelists, please submit them when you register.

This virtual event is eligible for: 1 hour of CPE, 1 PDCs for recertification credit hour through the Society for Human Resource Management, and 1 HRCI CE credit hour.

Panel:

• Beth Vice, Shareholder/Employee Benefit Plan Leader, VonLehman CPA & Advisory Firm (Moderator)

• Kerri Walz, Manager, VonLehman CPA & Advisory Firm (Panelist)

• Paul Carl, Vice President/Retirement Plan Consulting, HORAN (Panelist)

• John Kirk, Attorney, Graydon (Panelist)