Qualified retirement plan audits can be a time consuming and tedious process for stretched finance and HR executives. LoVasco’s Chris Burke, a Senior Retirement Plan Consultant, welcomes Marisa Ahrens, Yeo and Yeo’s Employee Benefits Plan Audit Service Group practice leader, to discuss retirement plan audit best practices in this short video. By watching you will learn; what’s new for this year’s audit, tips for how to make the process more efficient, and how to avoid the top red flags identified during these audits.
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This article is for educational purposes only. The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and are provided with the understanding that LoVasco Consulting Group is not engaged in rendering tax or legal services. If tax or legal advice is required, you should consult your accountant or attorney. LoVasco Consulting Group does not replace those advisors.
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LoVasco Consulting Group and their agents are presently licensed to sell traditional life insurance in Michigan as a resident producer and numerous other states as a nonresident producer. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. LoVasco Consulting Group is owned and operated independently from M Holdings Securities, Inc. LoVasco Consulting Group is a member of M Financial Group. Please click here for further details regarding this relationship.
