401(k) Audit Best Practices Webinar, June 2023

June 8, 2023 401k Plan Professionals

We are so excited that two local 401(k) auditors joined us for this special webinar in June of 2023. Vicki Nelson of BGM and Kris Tveit of CLA, both CPAs out of the Minneapolis area, cover best practices, tips for preparing, cybersecurity concerns, and more insights for retirement plan sponsors.

Phone: (952) 835-4485
Address: 7400 Metro Boulevard Suite #213 Edina, MN 55439
Email: Jessica.Ballin@LPL.com

Securities offered through LPL Financial, member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners (GRP), a registered investment advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, GA, IA, IL, IN, KY, MA, MN, NC, ND, NV, NY, OH, OR, PA, TX, WA, WI and WV.