2022 EBP Update: Tips to Ensure a Smooth Audit & Legislative Update

With so many requirements set forth by regulatory agencies, plan administration can be arduous, but your annual audit process doesn’t have to be! Whether you are new to being audited or you’ve been through the audit process several times, in the first half of this session, we will share the Top 10 tips from audit professionals for plans of all sizes on how to ensure your annual audit process is a smooth one. In the end, you’ll save time, relieve compliance concerns, and get the most value out of your audit. Another measure to ensure a smooth audit includes staying up to date on regulatory changes, and there are a few potential changes on the horizon that you should be aware of. We have invited Ben Gibbons of Holland & Hart as our guest speaker for the second half of this presentation to discuss some of the latest proposed legislation and how it could impact your plan if it is passed, including the Secure Act 2.0, the EARN Act, and the RISE and SHINE Act.

Please register by July 25th.

Registration has closed. Please email taradavis@harriscpas.com with any questions.