Preparing for Employee Benefit Audits: Audit Readiness and Compliance Under SECURE 2.0

Are your employee benefit plans ready for their next audit?

As an executive, the success and compliance of your organization’s employee benefit plans are critical to protecting your workforce, assets and reputation. But the complex web of regulations, audits and legal requirements surrounding these plans may appear daunting.

On Thursday, November 6, join Grassi’s Employee Benefit Plan advisors and Robert Krupa, Head of 401(k) Compliance at Betterment, for an informative webinar designed to help plan sponsors and administrators prepare for audits and stay ahead of new compliance requirements under the SECURE 2.0 Act.

Topics of discussion will include:

• Audit Readiness
  • Key aspects of financial statements in benefit plan audits
  • What plan sponsors need to understand and how to prepare in advance
• Compliance and Regulatory Updates
  • Timely deposits and auto-enrollment requirements
  • SECURE 2.0 provisions impacting employers and employees
  • Roth catch-up contributions going into effect in 2026, and how to prepare

Register now for this important presentation and learn how to safeguard your plans and support ongoing compliance.

1 CPE credit available to attendees.