Art of the Qualified Plan Audit

WEBINAR TODAY March 31, 2014: Join Legg Mason for a webinar with Maria T. Hurd, CPA, Director of Retirement Plan Audit Services at Belfint, Lyons & Shuman. Maria will offer insights to help plan sponsors and advisors prepare for a plan audit.

Imagine you come home from school after graduation and you see your mother beaming with a huge smile on her face. She asks to see your diploma (a certificate of completion in this example) and you oblige and move on to show your father the same.

Financial advisors on TV and financial publications in reputable papers and magazines consistently encourage people who participate in an employer-sponsored retirement plan to contribute as much as possible. In many cases…

When I was younger my little sister would come to the park with my friends and me. One day I was walking back with my friends and realized I forgot my sister who was left playing with friends.