On September 30, 2020, I will be a panelist in a Webex presentation that will include a retirement plan auditor, the Regional Sales Director for one of the nation’s largest retirement plan recordkeepers, and an investment advisor. Topics will include how to prepare for a plan audit, key elements of effective plan meetings, common compliance concerns for 401(k) and 403(b) plans, and the current status of ERISA litigation.
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