Ep #15: Navigating Retirement Plan Audits with Brad Bartells from MUN CPAs
Brad Bartells shares an insider look at how plan sponsors can prepare for their audit, as well as what advisors can do to assist them.
A retirement plan audit tends to be pretty low on the "fun" scale for most plan sponsors. However, plan audits are both required for larger plans and play an important role in the successful management of a retirement plan. Today Brad Bartells, Partner and Plan Auditor at MUN CPAs, will be joining the show to share his expertise on how plan sponsors can prepare for their plan audit and what advisors can do to assist them.
Listen in as Brad breaks down what plan sponsors should look for in a plan auditor, how auditors can provide additional value to client relationships, a recently released new audit standard, cybersecurity issues, and DOL areas of focus for 2021.
Listen in as Brad breaks down what plan sponsors should look for in a plan auditor, how auditors can provide additional value to client relationships, a recently released new audit standard, cybersecurity issues, and DOL areas of focus for 2021.
