Robins, Eskew, Smith & Jordan and McGriff to Host 401(k) Audit Planning Webinar

Monday, April 12th, 2021

Robins, Eskew, Smith & Jordan and McGriff will host a free webinar on Thursday, April 22, 2021 and share best practices for planning an efficient and effective annual 401(k) audit. Plan sponsors are invited to participate in the one-hour webinar that will focus on how to avoid common pitfalls during the planning and execution of a Department of Labor ERISA audit. The webinar is from noon to 1 p.m.

Presented by Bruce Burkholder, CPA and audit manger at Robins, Eskew, Smith & Jordan, and Robert Elder, vice president of employee benefits at McGriff, topics to be covered include:

  • Planning for an efficient and effective 401(k) audit

  • Avoiding common compliance mishaps and misnomers

  • Interpreting and executing the proper definition of plan compensation

  • Understanding timely remittance and how to remediate when necessary

  • The importance of maintaining controls over process

Plan sponsors looking for guidance and insight are invited to attend and may register by emailing Burkholder at [email protected]. Those whose plans are not subject to the Department of Labor audit requirements are also welcome to attend to gain a better understanding of how to navigate and mitigate 401(k) plan issues.