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Contenuto fornito da Nazanin and Elliot Kallen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Nazanin and Elliot Kallen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Understanding 401(k) Audits with Mark Eitelgeorge - Meet The Expert with Elliot Kallen

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Contenuto fornito da Nazanin and Elliot Kallen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Nazanin and Elliot Kallen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

🤝 Meet with Elliot: https://calendly.com/elliotkallen--------Welcome to Season 2, Episode 14 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Mark Eitelgeorge, Partner at Comyns Smith McCleary & Deaver LLP, to discuss the nuts and bolts of a well-run 401(k) plan — and how to pass 401(k) audits with flying colors. As an auditor of ERISA 401(k) plans, Mark Eitelgeorge has seen plans with an effective system of oversight, policies, procedures, and system of communications, as well as the opposite — plans that are missing these key items, and that consequently expose the Plan Sponsor and Fiduciaries to potential litigation and corrective actions by the Department of Labor (DOL) and Internal Revenue Service (IRS). If you are a CEO, CFO, or HR Director, or HR Manager, this episode is full of great insights and tips to keep you out of the DOL’s and IRS’ crosshairs.--------➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/mark-eitelgeorge-comyns-smith-mccleary-deaver/--------DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

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60 episodi

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Contenuto fornito da Nazanin and Elliot Kallen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Nazanin and Elliot Kallen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

🤝 Meet with Elliot: https://calendly.com/elliotkallen--------Welcome to Season 2, Episode 14 of Meet the Expert® with Elliot Kallen! Elliot Kallen brings on Mark Eitelgeorge, Partner at Comyns Smith McCleary & Deaver LLP, to discuss the nuts and bolts of a well-run 401(k) plan — and how to pass 401(k) audits with flying colors. As an auditor of ERISA 401(k) plans, Mark Eitelgeorge has seen plans with an effective system of oversight, policies, procedures, and system of communications, as well as the opposite — plans that are missing these key items, and that consequently expose the Plan Sponsor and Fiduciaries to potential litigation and corrective actions by the Department of Labor (DOL) and Internal Revenue Service (IRS). If you are a CEO, CFO, or HR Director, or HR Manager, this episode is full of great insights and tips to keep you out of the DOL’s and IRS’ crosshairs.--------➡️ READ MORE: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/mark-eitelgeorge-comyns-smith-mccleary-deaver/--------DISCLOSURE: Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

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