EBP1961. Service Providers - Working Together Effectively Working with Service Providers

Track: 
Enhanced Knowledge
Field of Study: 
Business Management & Organization
CPE Credit: 
1.5
Advanced Preparation: 
None

Wednesday, May 8, 2019
 
8:00AM-9:15AM

This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit.
Learning Objectives:

  • Tips and general framework of getting the most out of plan service providers you work with.
  • 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.


SESSION SPEAKER(S)

CPA
Senior Manager | Plante Moran PLLC
CPA
Director, Regulatory Analysis and Consulting | Fidelity Investments
JD, CPC, QPA, QKA, TGPC
Manager, Regulatory Supervision | Prudential