Watch our insightful 2026 Employee Benefits Forum where we covered key topics such as maintaining plan compliance, navigating regulatory updates and exploring industry trends. Additionally, our experts discussed fiduciary responsibilities under ERISA. They provided best practices and recent legal developments to help manage your duties effectively.
Speakers:
- Frances Kusnierz – Senior Manager, Accounting, Assurance & Advisory Services, Schneider Downs
- Alexander Papson – Senior Manager of Fiduciary Solutions, Schneider Downs Wealth Management Advisors, LP
What You’ll Learn:
- Retirement plan best practices to mitigate risk and ensure efficient and compliant plan operations
- Annual employee benefit plan audit tips and preparation
- Emerging trends in retirement plan design, investment offerings and participant engagement strategies
- Practical implications and key takeaways from recent regulatory developments and published guidance
CPE Information:
Delivery Method: Group- Internet Based
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
Field of Study: Specialized Knowledge (1.5 CPE Credits)
Contact (Registering/Technical Issues): Lindsay Sherrill
About Schneider Downs Audit and Assurance Services
Schneider Downs’ engagement teams are hand-selected by our shareholders based on skill sets and experience. These teams are also available around the clock for consultation. Each attestation engagement is subject to our comprehensive quality control and risk management system. This includes an independent review of audit opinions, related financial statements and significant underlying working papers. As a result, we ensure that the highest levels of professional standards are met.
To learn more, visit our Audit and Assurance page