Vai offline con l'app Player FM !
Understanding 401(k) Audits with Mark Eitelgeorge - Meet The Expert with Elliot Kallen
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on April 26, 2024 11:29 ()
What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 380413295 series 2828666
🤝 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.
60 episodi
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on April 26, 2024 11:29 ()
What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 380413295 series 2828666
🤝 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.
60 episodi
Tutti gli episodi
×Benvenuto su Player FM!
Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.