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Fiduciary Protection: Is Your Retirement Plan Ready for a DOL or IRS Audit?

August 27, 2020
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Citrin Cooperman hosted a webinar, "Fiduciary Protection: Is Your Retirement Plan Ready for a DOL or IRS Audit?"

The topics focused on the following:

  • COVID-19's Impact on Retirement Plans
  • CRD's (Coronavirus Related Distributions)
  • CARES Act
  • Markets and the Economy
  • Fiduciary Protection for your Retirement Plan

This webinar was guided by Jessie Kanter, CPA, partner at Citrin Cooperman, Brett Hoffman, AIF®, executive vice president and Financial Services Practice leader at HUB International, and Christopher Frank, head of DC consulting for the Benefits Consulting Group at John Hancock.


Watch the webinar recording here:

View the presentation here: