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Webinar
Date:
Wednesday, June 10, 2020; 2-3 p.m.
Anticipated CPE:
1, other
When it comes to benefit plans, staying compliant and up to date on internal control matters is always of utmost importance. During this webinar, our experts will discuss DOL and IRS focus areas and common compliance issues.

Man working alone in his houseWhen it comes to benefit plans, staying compliant and up to date on internal control matters is always of utmost importance. During this webinar, our experts will discuss Department of Labor (DOL) and IRS focus areas, as well as common compliance issues in defined contribution and defined benefit plans. We’ll cover internal control matters, including suggestions and best practices to consider during the COVID-19 pandemic and beyond. To help plan sponsors effectively and efficiently operate and monitor their defined contribution and defined benefit plans, we’ll also cover some best practices.

Learning objectives:

  • Learn best practices to identify regulatory focus areas and avoid common pitfalls.
  • Recall and understand IRS and DOL retirement plan focus areas.
  • Recognize the importance of documentation and support needed related to your internal control processes.

Moderator:

Lindy Beldyga, senior manager, employee benefit plan audit

Presenters:

Theresa Banka, partner, employee benefit plan audit

Laura Taylor, senior manager, employee benefits consulting

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: www.nasba.org