In case you missed the live webinar, you can now watch Breaking Down PEP Audits on demand.
In this webinar, Julie Fofana, ARPS, senior compliance manager at FiduciaryxChange, and Chloe Palmer, audit senior manager at Frazier & Deeter Advisory, LLC, outline the essentials of PEP audits and provide practical insights into fiduciary responsibilities and compliance requirements within PEP structures.
They also cover key considerations for transitioning existing plans into a PEP. To expand on that conversation, we have outlined important dates and timelines to consider in the PEP Audit and 5500 Onboarding Considerations guide below.