Listen and follow-along with this 15 minute webinar from April 2019.

For this webinar we had our first guest host, Carolee Lindsey, CPA of Weber & Deegan.

Ms. Lindsey walks through employee benefit financial statement audits and what you, as a plan sponsor or member of plan management, are responsible for. Fiduciary responsibilities and understanding what yours is as it pertains to your plan are key to this process.

These audits are required by ERISA and hiring a qualified, properly educated Employee Benefit Plan auditor should be at the top of your to do list if your organization has a retirement benefit for your employees. Both the IRS and Department of Labor (DOL) are involved as well.

You can watch the embedded youtube video above, by clicking the 'play' icon in the middle of the screen, or click here to view: https://www.youtube.com/watch?v=dUZo63bkwuQ