Are your employee benefit plans exposing your organization to costly risks?
As an executive, the success and compliance of your organization’s employee benefit plans are critical to protecting your workforce, assets, and reputation. However, the complex web of regulations, audits, and legal requirements surrounding these plans can be daunting.
On Thursday, September 5, Grassi advisors and Sheldon Geller, President & Managing Member of Stone Hill Fiduciary Management, hosted an employee benefit plans webinar focusing on critical audit and legal considerations. Our expert panel will discuss critical aspects of plan management, compliance, and governance to ensure your plans are optimized and safeguard your organization.
Topics of discussion include:
- DOL cybersecurity requirements
- DOL Joint Jurisdiction
- Independent Qualified CPA
- Plan management responsibilities
- Remediation of post-audit letter deficiencies
- Plan governance
- Validation processes
