ERISA Audits: What We All Knew but Forgot

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February 26, 2018
Lorman Education Services; Webinar
1:00 PM - 2:30 PM EST

Make sure your retirement plan is in full compliance and know what to expect when an audit is scheduled.

With the ever-changing landscape for employee benefit plans, it becomes easier and easier for an employer to fall out of compliance and risk exposure. Many employers mistakenly rely exclusively on their brokers and service providers to keep them legally compliant with growing complex regulations. When the Department of Labor or IRS comes knocking and looking to examine the benefits being offered to employees, it is important for an employer to be knowledgeable and ready.

Join Rebecca Dobbs Bush for this live webinar as she prepares employers how to best be "audit-ready.” Attendees will learn how to discuss the goals and purpose of a DOL audit; describe the stages of an audit; review requested documents; and recognize what is being looked for. Rebecca will cover key concepts involved in employee benefit plans and the DOL Audit process, including: