Webinar: Retirement Plans In Focus: 5 Suggestions for Plan Sponsors from a Plan Auditor Perspective

  • When: January 14, 2014 at 10:00am - 11:00am
  • Hosted By: Brian Dunfee, CPA, CEBS
  • Event Type: Chamber  
  • Event Series: Webinar Series  

Brian-DunfeeWhat You’ll Learn in this Webinar:

This webinar will focus on the top five problem areas that we typically note during our performance of financial statement audits of employee benefit plans and how organizations can address and avoid them.  The target audience is benefits/HR professionals, corporate controllers, as well as any other personnel that have fiduciary responsibility regarding their organization’s benefit plan offerings.

Attendees to the webinar will be given suggestions on how to strengthen internal controls over their plan operations in specific areas that have specific susceptibility to errors due to increased government scrutiny and common internal oversight. Brian Dunfee of Meaden & Moore will highlight these areas, what causes the errors, and how to avoid these pitfalls in the future.

Our webinars are free. Register today.

Presented By:

Brian Dunfee, CPA, CEBS – Senior Manager, Meaden & Moore CPAs.

With 10 years in public practice, Brian has extensive audit experience, especially in the field of employee benefit plan audits.  He has a strong understanding of the operations and compliance of many types of employee benefit plans, which he developed through planning, preparing and supervising those audit engagements. Brian advises clients on best practices and provides expert guidance on how to improve plan processes and protect fiduciary liability. Brian continues to develop his employee benefit plan audit expertise through continuing education and keeping current on recent Department of Labor and other benefits regulations. He approaches engagements as a business partner of the client and strives to provide suggestions and recommendations for plan improvement.

About Our Webinars:

The Columbus Chamber is proud to host the Smart Edge Professional Development Webinar Series in 2014. Our monthly webinars provide consistent, easy access educational opportunities for members—by members. Watch for them every second Tuesday at 10 a.m. Each lasts 30-45 minutes. You can also watch past webinars on demand.

Register Today

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