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Be ready: Plan audit preparedness and IRS & DOL hot topics

Presented By:
Steve VanSteenkiste Laura Taylor
May 4, 2022
View On-Demand
What do plan auditors expect during an audit? How can you avoid compliance mistakes? View our on-demand session, where we’ll answer common questions from employee benefit plan sponsors and outline important DOL and IRS hot topics.

Two business professionals reviewing information together on a tablet device. Plan sponsors face many responsibilities regarding their employee benefit plans. Between preparing for audits and maintaining regulatory compliance, it can be a challenge to stay organized. We know that risking a failed audit isn’t an option, so we’re here to help you ensure you’re prepared. Join us for our spring update, where we’ll share our insights on what plan auditors expect during an audit and how to identify and avoid common compliance issues. We’ll also outline several hot topics with the DOL and IRS, including missing participants, timeliness of participant contributions, recent legislative updates, and more.

Learning objectives:

  • Recognize what plan auditors need and expect during a plan audit.
  • Identify common compliance issues that could lead to a failed audit and how to avoid them.
  • Outline important IRS and DOL hot topics and the impact to your benefit plans.

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