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Compliance and Best Practices of Retirement Plan Administration

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Helping your employees save for retirement is rewarding. Administering the retirement plan is challenging. This course is designed to provide an overview of basic internal controls and best practices applicable in retirement plan administration. Tools and resources will be provided to help you put knowledge into action.

Learning Objectives:

  1. Examine who/what governs retirement plan compliance
  2. Identify areas of compliance risk in retirement plans
  3. Know and develop retirement plan internal controls and best practices





Our presenters for this webinar are Kristine Boerboom, CPA, CMA, MBA and Yinying Yuan, CPA.

As Partner at Wegner CPAs, Kristine has more than fifteen years’ experience working on audits and tax returns for employee benefit plans, non-profits, cooperatives, and commercial businesses. Kristine currently serves as the Partner in charge of the firm’s employee benefit plan audit practice.

Yingying is a manager in Wegner CPAs’ assurance department.  Prior to joining Wegner CPAs, Yingying worked for an audit firm in California where her experiences included performing financial statement and compliance audits for different non-for-profit organizations, commercial entities, and employee benefit plans.


Fee:   $30

Click Buy Now to process your payment via PayPal. You will be taken to the webinar recording upon completion.

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