Preparing for a Successful Employee Benefit Plan Audit in 2024 and Beyond

  • On-Demand Webcast

With sweeping changes being made to how employee benefit plans are required to be managed and reported on this year, many plan sponsors are left wondering if they are audit ready.

Watch this on-demand webcast where our employee benefit plan pros provide helpful tips to navigate recent changes impacting plans and ways to come out of your next plan audit unscathed.

Gain insight into:

  • SECURE Act 2.0 provisions
  • Recent Form 5500 changes and related reporting requisites
  • New participant thresholds
  • Ideas to establish strong practices for proper plan management
  • Strategies to prepare for your upcoming audit
  • Ways to avoid a Department of Labor exam


Subscribe for more VIEWPoints