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Employee Plan Examination Process  Form

Employee Plan Examination Process Form

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Instructions and help about Employee Plan Examination Process

good afternoon I'm Jim cocolas with caliber CPA Group thank you for joining us today and Welcome to our 2022 employee Benefit Plan virtual conference our speakers from caliber and our featured guest speaker Tom DeMayo principal of pkf O'Connor Davies will share their insights and provide key information critical to enhancing the Regulatory Compliance and efficiencies of your employee benefit plans so before we jump into the presentations let's just take a moment to uh let you know how the conference will flow today um we will have a q a session after the conference so please go ahead and type in any questions that you might have in the Q a window on your screen there um at the bottom I will answer as many of the questions as possible at the end uh for those that are interested in obtaining um CPE or continuing professional education during today's session you will be prompted with various polling questions throughout the conference uh in order to comply

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