Last year, ADMIN Partners featured an all-new webinar series dedicated to financial advisors that support employer-sponsored retirement plans. The series was a hit and provided advisors in the market an educational resource that allowed them to help existing clients and boost their book of business!
With this in mind, ADMIN is continuing the series in 2020 with a new series each quarter or the year. First up: IRS Audits.
Most Plan Sponsors and Financial Advisors don’t worry about the threat of an IRS audit on their retirement plans. However, the possibility does exist and with increasing regulations surrounding the retirement industry, it’s important that both Sponsors and Advisors are protecting their plans. To help with this, ADMIN Partners is hosting our first webinar of the year with a focus on IRS Audits and how Financial Advisors can protect the plans they work with! Here’s what to expect:
WHO IS AT RISK
An overview of what plans are at risk of an audit.
HOT BUTTONS
What is the IRS looking at during audits?
TOP THREE VIOLATIONS
An inside look at the 3 main violations plans receive.
PLAN SUPPORT
What support is available to plans who experience an audit?
Want to join this exclusive event? You can join us on Wednesday, March 11th at 3pm EST by clicking the image below!
Want to learn more about the webinar? Give our team at call at 877-484-4400.