The Fiduciary U™ Podcast

Ep #15: Navigating Retirement Plan Audits with Brad Bartells from MUN CPAs


Listen Later

A retirement plan audit tends to be pretty low on the "fun" scale for most plan sponsors.  However, plan audits are both required for larger plans and play an important role in the successful management of a retirement plan. Today Brad Bartells, Partner and Plan Auditor at MUN CPAs, will be joining the show to share his expertise on how plan sponsors can prepare for their plan audit and what advisors can do to assist them. 
 
Listen in as Brad breaks down what plan sponsors should look for in a plan auditor, how auditors can provide additional value to client relationships, a recently released new audit standard, cybersecurity issues, and DOL areas of focus for 2021.

...more
View all episodesView all episodes
Download on the App Store

The Fiduciary U™ PodcastBy Josh Itzoe

  • 5
  • 5
  • 5
  • 5
  • 5

5

34 ratings


More shows like The Fiduciary U™ Podcast

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

228,824 Listeners

The Ramsey Show by Ramsey Network

The Ramsey Show

39,066 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

153,961 Listeners

No Laying Up - Golf Podcast by NoLayingUp.com

No Laying Up - Golf Podcast

6,757 Listeners

KILL TONY by DEATHSQUAD.TV & Studio71

KILL TONY

5,841 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,045 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,132 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

The Journal. by The Wall Street Journal & Spotify Studios

The Journal.

6,072 Listeners

Retireholics by Retireholics

Retireholics

11 Listeners

The Iced Coffee Hour by Graham Stephan/Jack Selby

The Iced Coffee Hour

783 Listeners

401(k) Specialist Podcast by 401(k) Specialist Magazine

401(k) Specialist Podcast

29 Listeners

Nevin & Fred by Nevin Adams

Nevin & Fred

18 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,424 Listeners

Be More Than A Fiduciary by Eric Dyson

Be More Than A Fiduciary

27 Listeners