Board of Directors 2020
Our Sponsors 2020
14 Jan 2021
12:00 PM - 2:00 PM
VIA ZOOM - https://us02web.zoom.us/j/83881222822
Each year you get requests from your client’s auditor for information and to answer questions as they work through the audit. You may be familiar with why they are performing an audit and why they are asking questions, but you may not understand the standards they must follow, the theory behind a retirement plan audit, and ways that you may make an audit easier for yourself and the auditor. Chris will help attendees understand the standards auditors are bound by, the processes and procedures of a retirement plan audit, and what to look out for as you get information requests and questions from auditors.
This meeting has been applied for 2 ASPPA, 2 ERPA and 2 JBEA NON CORE credits.
About our speaker:
is a Principal at Belfint, Lyons & Shuman, P.A, a public accounting firm. He is celebrating his 15
anniversary with Belfint and has been performing independent qualified plan audits for as long as he has been at Belfint. He is a Certified Public Accountant and Qualified 401(k) Administrator. Chris has been a member of ASPPA for over a decade and is a regular attendant at ASPPA Greater Philadelphia events. He enjoys working with clients and partnering with third-party administrators, advisors, attorneys, and others to help clients meet their administrative duties to ensure participants will be best prepared for retirement. Chris understands the importance of being prepared for retirement. He contributed to a ROTH IRA with his first official job as a camp counselor at age 16. When he is not auditing retirement plans, Chris enjoys staying active by running, exercising, hiking, and playing tennis among other activities. During the summer, he enjoys spending time down at his parents’ vacation home in Ventnor, New Jersey.