EBI workshop: DOL Retirement Audits - Trends and Lessons Learned, December 8, 2022 - CLE 2.0 credit hours, In-Person and Webcast options

Thursday, December 8, 2022
UMKC Law School
500 E 52nd Street
Kansas City, MO 64110

CLE credit: Missouri: 2.0 hours / Kansas 2.0 hours; HRCI: 2.0 hours, SHRM: 2.0 hours, CPA/CPE: 2.0 hours

Cost: $25; Webcast Attendance $35

Description:

As the world of qualified retirement plans evolves, the Department of Labor has been very active in updating their auditing standards and enforcement processes related to retirement plan compliance.  Proactively being prepared and implementing best practices can mean all the difference in terms of cost and time in an audit.   Join us as we discuss:

• The jurisdiction and organizational structure of the DOL
• Review the most recent DOL enforcement results
• What triggers a plan audit
• How to navigate the audit process and best practices
• Interview questions you will be asked
• Current enforcement trends and policies

Schedule:

8:00 AM          Registration and breakfast

8:20 AM          Presentation

10:00 AM        Adjourn

Presenter:

Samuel Henson, J.D.
Chief Legal Officer / Partner

Retirement Plans