Retirement plan financial statements contain a wealth of information about the financial health of your plan and understanding them is an important fiduciary responsibility.

Webinar Duration 53:46

This session will assist fiduciaries in:

  • Understanding the basic structure of retirement plan financial statements
  • Learning what is required to be included in retirement plan financial statements
  • Understanding management’s various responsibilities for the financial statements


Mark Blackburn, CPA – Shareholder, Audit
Jenny Merritt, CPA – Senior Manager, Employee Benefit Plan Audit