Plan Smarter: Thoughtful Plan Governance, Fee Insights & Avoiding Common Audit Pitfalls
Join us for an engaging webinar presented by Meaden & Moore and CAPTRUST.
Original Run Date: WEDNESDAY JULY 16, 2025 | Download the replay below
We’ll dive into current trends shaping investment options and explore a thorough fee analysis to help you better understand your investment costs. Additionally, we’ll discuss common audit findings related to investment plans and share practical steps you can take to avoid these issues, ensuring your plan stays compliant and efficient.
In this webinar, you'll learn:
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Key trends impacting investment options today
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How to analyze and manage fees effectively
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Typical audit findings that plan sponsors encounter
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Proven strategies to prevent common audit pitfalls
To access the full recording, fill out the form on this page.