Managing Risk as a Plan Sponsor: Being Aware and Striving for Retirement Plan “Readiness”

Presented by Michael Gheen, CPA/PFS, CRPS, Oswald Companies

This presentation will cover:

1. The Audit: IRS and DOL Audits – Things to be aware of and scenarios to prepare for

2. Mistakes Happen: Correcting your document and/or operational defects

3. Liability: ERISA Litigation and how to work towards avoiding exposure

This session is part four of a four-part series. Learn more here.