* Introduction to various retirement plans (401(k), IRA, Roth IRA, SEP IRA, SIMPLE IRA, etc.) * Key features and differences…
Unless you expect your organization to be stable in the short, medium and long term, you need to understand how…
Discussion of the requirement for retirement plan audits for those plans who are subject to ERISA and common errors identified…
The Uniform Guidance identifies COSO and Green Book as best practices in internal control. This course will cover the background…
In this seminar, participants will learn how to organize effective meetings that others will enjoy attending and participating in. Attendees…