Retirement Plans: Understanding Plan Design & Audit Findings

Plan design does not just impact your employees, it also impacts the plan sponsor. Finding providers, selecting the right plan, eligibility, and more all are factors needing to be considered. Your organization should take the time to fully understand the key elements of your retirement plan to help ensure that the plan design fits the immediate and anticipated future needs of your company. After all, a retirement plan is a benefit to help hard working Americans save for retirement and retire successfully.

Join VonLehman CPA & Advisory Firm, HORAN Retirement Advisors, Graydon, and TPA, division of Latitude on Tuesday, April 27th where we will discuss common plan document failures, DOL document issues found in audits and how to eliminate errors on the front end. We will hear from experts representing each of these organizations to answer your questions on your retirement plan design. If you have questions for our panelists, please submit them when you register.

This virtual event is eligible for: 1 hour of CPE, 1 PDCs for recertification credit hour through the Society for Human Resource Management, and 1 HRCI CE credit hour.


  • Beth Vice, Shareholder/Employee Benefit Plan Leader, VonLehman CPA & Advisory Firm (Moderator)
  • Paul Carl, Vice President/Retirement Plan Consulting, HORAN Retirement Advisors (Panelist)
  • Laura Murrer, CPA, TPA, division of Latitude (Panelist)
  • John Kirk, Attorney, Graydon (Panelist)

Register Here.