Every year our auditors find common errors in employee benefit plans that can get organizations into trouble with the U.S. Department of Labor. Join our trusted advisors as they share healthy habits that management can implement to help improve operational compliance in these troublesome areas. We'll provide insights to help you review your plan document, develop an internal review program for common risk areas, and create a checklist of best practices.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Design an ongoing plan of healthy habits for retirement plan administration
  • Create a checklist of risk areas in which errors are common
  • Identify and solve deficiencies before they're flagged by the U.S. Department of Labor

CPE Information

Archive // Not CPE eligible

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