EBP2308. Plan Sponsor Panel – Best Practice Discussion

This session includes a panel of plan sponsors who will discuss best practices of working with service providers, best features these plan sponsors utilize to help their plan meet participant needs and key/relevant internal controls and challenges. Plan sponsors will provide their biggest challenges and opportunities in operating their plan and maintaining compliance. This session will help plan sponsors and auditors gain insight into how plan sponsors operate. This session will give auditors insight to better serve and provide value to their own audit clients.

Learning Objectives:

• Identify and implement best practices when preparing for a financial statement audit
• Understand key internal controls and best practices in oversight and administering a plan
• Analyze service providers to ensure high quality and compliance with 408(b)(2)