Navigating a 401(k) Plan Audit

Navigating a 401(k) Plan Audit

Event Information

Date(s):

May 09, 2019 - May 09, 2019

Time:

12:00 PM - 1:00 PM

Location:

Online

United States

CAE Hours:

1

Levels:

Applied

Member Price:

$0.00

NonMember Price:

$0.00

Access Points:

0

Description

Federal law requires that employee benefit plans such as 401(k) plans undergo an annual audit if they have 100 or more eligible participants at the beginning of the plan year. For many organizations, retirement plan audits can be a daunting task. In this installment of the “Ask the 401(k) Professionals” webinar series, examine how to best prepare for an audit and ensure a smooth audit process. The session will cover:

  • the typical audit timeline
  • what the auditor needs to perform the audit
  • what the auditor does with the information gathered
  • specific areas of interest to the Internal Revenue Service and Department of Labor