Tim Brechtel, a partner in the Tax Practice Group and leader of the firm’s employee benefits team, presented the session “Fiduciary Responsibilities, Liability, & Preparing for a DOL / IRS Audit” at Retirement Plan University’s Fiduciary Summit on November 9, 2022, at the Windsor Court in New Orleans. Tim discussed best practices for employers to be prepared for retirement plan audits and to reduce the likelihood of being the target of a fiduciary class action.
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