Don't roll the dice on a DOL audit.

What Plan Administrators Need to Know

When:

November 10th, 2016 | 7:30 - 10:30 am

Where:

Westborough DoubleTree
5400 Computer Drive
Westborough, MA 01581  

 

Google Maps | Estimate time to venue

Contact:

Doug Goodhile
Sullivan Benefits
508-278-1736
dgoodhile@sullivan-benefits.com

As a partner firm of United Benefit Advisor's (UBA), Sullivan Benefits has access to resources like UBA's Chief Compliance Officer, Danielle Capilla.  Danielle will be joining us to help educate our clients and acquaintances on best practices with regards to DOL audits.


Danielle Capilla | Chief Compliance Officer, United Benefit Advisors

Program Highlights:

  • Best practices when receiving a DOL audit letter. Simple tips, checklists and procedures to follow from start to finish.
  • What to do now to prepare for a successful DOL audit. Specific documents and popular shortfalls that can hold you up.
  • Post-election recap and a look at the future. How the results of the presidential election could effect employers and employee benefit programs in both the short and long term.

Proposed Agenda:

7:30 - 8:30 AM | Registration & Breakfast

8:30 - 9:00 AM | Post Election Legislative Update/Outlook

9:00 - 10:30 AM | DOL Audit Best Practices Presentation & Questions