On-Demand Webinar Registration

403(b) Audits

Presented by:
Mark Blackburn, CPA; Partner, Lattimore Black Morgan & Cain, PC (LBMC) and Leader of the Firm’s Benefit Plan Audit Practice
Mark leads LBMC’s employee benefit audit practice and has more than fifteen years of plan audit experience. His experience includes defined contribution, defined benefit and health and welfare plan audits; both limited-scope and full scope audits.

Join us for an informative webinar on a topic you have heard about, but like many organizations may have postponed addressing. Generally, organizations with 403(b) plans that have more than 100 ‘eligible’ participants must have an audit at the end of your next plan year. So, how do you prepare to help ensure the best outcome? This seminar will offer suggestions on how to prepare and give you the needed information to the following questions:

  1. Why are 403(b)s now required to have an audit?
  2. What are the main steps of an audit process?
  3. What are the key audit areas that will be covered.
  4. What is your role in the audit?
  5. How long with an audit take?
  6. What should you do now to prepare?

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