April 28, 2023 8:30 - 4:30 p.m. CPE: 8 AU 

Get ahead of the curve in 2023! Hear from the DOL and peer review experts on the latest updates and top audit issues through interactive learning focused on the EBP sector and enhancing audit quality. And, if you’re new to EBP audits, we have a bootcamp that’s the bees knees for beginners. 

Topics to be covered: 

• A U.S. Department of Labor update 
• Accounting and auditing update 
• Retirement legislation update 
• Fiduciary responsibilities, ERISA compliance and best practices 
• Initial plan audit overview 
• Peer review update 
• Form 5500 
• Audit technology 
• Risk management best practices 
• EBP audit beginner bootcamp

And you know what they say—the larger the group, the bigger the discount! 

• 5-9 attendees = 10% off 
• 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.