May 9th, 2017 - 11:10AM — 12:25PM
This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit.
Attendees will learn:
- Tips and generall framework of getting the most out of plan service providers you work with every day
- How to enhance the flow of information by involving providers early in the process and agreeing on timing expectations
- Positive impact of working together as a team and how to remove common obstacles in the audit process