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Top Nine Critical 401(k) Plan Errors
Our guest expert, Daniel Williams, leads the employee benefit plan audit practice for LaPorte CPAs & Business Advisors and is a prominent leader in the public accounting profession on best practices for managing ERISA plans. His firm conducts a large number of plan audits annually.
In this podcast, you’ll learn how to avoid the nine most common operational deficiencies that get employers in serious trouble with the U.S. Department of Labor and the IRS. That information can help you implement new policies and provide you with ideas on how to ensure compliance with your plan’s governance rules and federal regulations.
Host
Ronald E. Hagan, AIFA® is Chairman of Roland|Criss’ Risk Standards Committee. Ron has over 25 years of experience helping clients examine and improve their risk management practices for employee benefit plans qualified under the Employee Retirement Income Security Act of 1974. He is the engaging host of Roland|Criss’ weekly podcast and quarterly webinar series. His column The Excellent Fiduciary appears in each issue of the nationally published Journal of Compensation and Benefits.
Guest Expert
Daniel Williams, CPA, CCIFP, is a director of audit and assurance Services, with a concentration on construction and employee benefit plan services at LaPorte CPAs & Business Advisors. INSIDE Public Accounting named LaPorte one of the “Top 200 Accounting Firms” for 2010, 2011, 2012, 2013, 2014, 2015, and 2016.
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By Roland|Criss
Our guest expert, Daniel Williams, leads the employee benefit plan audit practice for LaPorte CPAs & Business Advisors and is a prominent leader in the public accounting profession on best practices for managing ERISA plans. His firm conducts a large number of plan audits annually.
In this podcast, you’ll learn how to avoid the nine most common operational deficiencies that get employers in serious trouble with the U.S. Department of Labor and the IRS. That information can help you implement new policies and provide you with ideas on how to ensure compliance with your plan’s governance rules and federal regulations.
Host
Ronald E. Hagan, AIFA® is Chairman of Roland|Criss’ Risk Standards Committee. Ron has over 25 years of experience helping clients examine and improve their risk management practices for employee benefit plans qualified under the Employee Retirement Income Security Act of 1974. He is the engaging host of Roland|Criss’ weekly podcast and quarterly webinar series. His column The Excellent Fiduciary appears in each issue of the nationally published Journal of Compensation and Benefits.
Guest Expert
Daniel Williams, CPA, CCIFP, is a director of audit and assurance Services, with a concentration on construction and employee benefit plan services at LaPorte CPAs & Business Advisors. INSIDE Public Accounting named LaPorte one of the “Top 200 Accounting Firms” for 2010, 2011, 2012, 2013, 2014, 2015, and 2016.