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Preparing for Your First Retirement Plan Audit

February 25 @ 7:30 am - 9:30 am

If a retirement plan audit is in your future, please join us for breakfast and a discussion on retirement plan audits. Topics include: what triggers the audit; preparing for the audit and Form 5500 filing; and common retirement plan operational errors that you can fix before your plan is audited.

Presented by:

Shawn Hansen, CPA, Clark Nuber PS

Shelly Archuleta, CPA, Clark Nuber PS

Schedule:

February 25, 2020

7:30 am – 8:00 am | Registration & Breakfast

8:00 am – 9:30 am | Presentation

Event Information:

  • Venue: Clark Nuber PS – 10900 NE 4th Street, Suite 1400, Bellevue, WA 98004
  • Registration: https://firstretirementplanaudit.eventbrite.com 
  • Cost: $35.00 per person (breakfast included)
  • Parking will not be validated but there is a garage in Skyline Towers or other parking in the area. For more parking options, visit bestparking.com
  • CPE Credits Available: 1.5 hours (technical)

Details

Date:
February 25
Time:
7:30 am - 9:30 am
Website:
https://firstretirementplanaudit.eventbrite.com

Organizer

Lindsay Rose
Phone:
425-635-4588
Email:
lrose@clarknuber.com

Venue

Clark Nuber PS
10900 NE 4th St. Ste. 1400
Bellevue, WA 98004 United States
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Phone:
425-454-4919
Website:
clarknuber.com

Events Contact

Lindsay Rose
Marketing Manager
Clark Nuber
Contact Lindsay

Recruiting Events Contact
Lizzie Rahm
Human Resources Senior Manager
Phone: 425-635-7430
Contact Lizzie

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