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Preparing for an Audit of Your Retirement Plan

Even if your Tribal Retirement Plan doesn’t have an audit requirement, every plan has a number of important areas that ought to be checked each year. In this session – the last in a series of three webinars on Tribal Retirement Plans – Jessica Bundy, an Audit Principal with REDW, will look at retirement plans from an audit perspective and provide useful tips on how you can stay ahead of problem areas to reduce audit comments and help your Plan run smoothly.

Through this webinar, you will learn:

  • How to prepare for an audit – and keep it moving
  • Common errors identified during an audit and how to prevent them, such as:
    • Reconciliations
    • Remittances
    • Payroll and Compensation
  • Top IRS and DOL issues identified in plan inspections

This webinar qualifies for 1.0 CPE credit. All who register will also receive access to a recording of the webinar after the event, plus other resource materials.

What: Tribal Retirement Plan Webinar #3: Preparing for an Audit of Your Retirement Plan
When: August 14, 2018 | 10:00 AM – 11:00 AM PDT
Cost: There is no cost to register and attend this webinar
Register: Click here to register
About the Presenter:
Jessica BundyJessica Bundy, CPA
Principal, REDW LLC

With ten years of public accounting experience at REDW, Jessica specializes in employee benefit plan and internal audits, including for numerous tribal clients. She is a key member of the firm’s internal audit team, overseeing about 20 such engagements each year.


Additional Webinars in the Series:

Click on each remaining webinar title below to register. Even if you are unable to attend the live session, those who register can watch the session later, on demand.

June 26, 2018
10-11 am PDT
Plan Sponsor Basics: Maintaining Your Organization’s Retirement Plan
July 31, 2018
10-11 am PDT
The Dynamics of Retirement Plans