Description
Hosted by SCS
Moderated by Paul Murphy, Retirement Plan Consultant
Join us as we break down what triggers an audit, how the process works, and the most common operational errors that can create compliance headaches. Our panel will also share practical steps you can take to avoid mistakes and streamline your next audit.
What You’ll Learn
- When a plan becomes subject to an audit
- Key players involved and what auditors look for
- Common issues like compensation errors, eligibility mistakes, late contributions, and misuse of forfeitures
- Best practices to stay compliant and audit‑ready year‑round
Featuring Speakers
- Michael Besterci, Principal, Clark Nuber
- Lola Elford, Director of Administration, Hunnex & Shoemaker
- Moderated by Paul Murphy, Retirement Plan Consultant, SCS
This session is perfect for anyone responsible for plan operations, payroll processes, or fiduciary oversight.
We hope you can join us for this informative discussion.
*SCS is not affiliated with Clark Nuber or Hunnex & Shoemaker
Date and Time
Thu, Mar 05, 2026
10:00a - 11:00a PST