
Sign up to save your podcasts
Or


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.
By Josh Itzoe5
3434 ratings
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.

228,824 Listeners

39,066 Listeners

153,961 Listeners

6,757 Listeners

5,841 Listeners

1,045 Listeners

2,132 Listeners

244 Listeners

6,072 Listeners

11 Listeners

783 Listeners

29 Listeners

18 Listeners

1,424 Listeners

27 Listeners