How to Navigate Your Next Employee Benefit Plan Audit

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Presented on May 30, 2023

Erin Goldfarb, Partner, Employee Benefit Plan Services
Jason Lu, Senior Manager, Employee Benefit Plan Services
Jered Villacorte, Senior Manager, Employee Benefit Plan Services

Join us for our webcast, How to Navigate Your Next Employee Benefit Plan Audit, for insights on how to prepare for an upcoming plan audit. Key topics include:

  • Recent industry developments affecting employee benefit plans
  • Resources and templates to help you prepare for an employee benefit plan audit
  • Recommendations for gathering documents and organization
  • Practices that can increase audit efficiencies
  • Common challenges in audit preparations and how to overcome them

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The material appearing in this communication is for informational purposes only and should not be construed as legal, accounting, or tax advice or opinion provided by Moss Adams LLP. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Moss Adams LLP assumes no obligation to provide notification of changes in tax laws or other factors that could affect the information provided.