The DOL is examining plans to verify they are in compliance with agreements, participant directives, and regulations. Regardless of plan size or an annual financial audit, your retirement plan has the potential to be inspected by the DOL. A physical checkup of your plan’s compliance health can help identify issues to be corrected before a DOL inspection takes place. We will share knowledge about how to make sure your retirement plan can withstand DOL scrutiny.
Speakers: Jeffrey R. Spencer, CPA, MAcc, Principal, George P. Pickard, CPA, MSA, Principal, Ciuni & Panichi, Inc.