February Luncheon

in
Date: 
02/21/2012 - 11:30am - 1:00pm
The 401K Audit Triangle: Human Resources, Payroll, and the TPA
 
Speaker: Ronald E. Schranz, CPA, CVA
 
Many employers offer a 401(k) retirement as a company benefit and vehicle to promote retirement savings for employees. Upon sponsoring a 401(k) retirement plan, the employer has taken on a significant responsibility which often times falls on the shoulders of the Human Resource Department, the payroll function and outside service providers such as the TPA (third party administrator) and plan auditor.
  • Basics of a 401(k) Plan
  • Contributions (matching, profit sharing) and Distributions (termination, retirement, loans)
  • Does this need to be complicated, what is the interaction among these parties
  • What is important about that interaction-internal controls, best practices
  • What and who is a fiduciary
  • Investments and investment advice
 
 Approved for 1 hour HRCI Credit - General
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit.

 

Please click the appropriate link below to register.

February 2012 Luncheon - Member

February 2012 Luncheon - Student Member

February 2012 Luncheon - Non-Member