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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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The number one reason for lawsuits against employer-sponsored retirement plans is a breach of fiduciary responsibility. Plan auditors are in a perfect position to detect gaps in plan oversight; however, most audit procedures don’t include simple steps that would identify those breaches. In this live continuing education webinar participants will take away a fresh perspective on how they can add value to retirement plan audits by learning about fiduciary responsibility, how to incorporate those principles into audit procedures, and the recommendations they should be made to clients. By focusing on plan governance, auditors can make performance improvement observations that will help plan sponsors understand the prudent process they are required to follow and improve the quality of the retirement plan they offer employees.
The key topics covered in this online CPE webinar for CPAs, CIAs, and other professionals:
Click to access more webinars on IRS Representation | Latest Tax Updates | Sales & Use Tax
President, Ashford Investment Advisors
Kathleen Dulko started her financial services
career as a CPA focusing on retirement plan, health care, and government
audits. In 2010, she earned the position of Corporate Controller for a
tax-supported healthcare system, where she was a member of the Retirement Plan
and Investment Committees, overseeing more than $1 billion in assets. Ms. Dulko
joined Ashford Investment Advisors in 2017 where she serves as a 3(38)
Investment Manager to her retirement plan clients. Connect on LinkedIn for
regular updates on Plan Governance!
Duration
Course Level
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Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
1256 Ratings
Excellent
762
Very Good
410
Average
79
Poor
4
Terrible
1
RB
Nov 19th, 2021
The program was geared more toward the accountability of retirement plans. I see more of the effects of the accountability on retirement plans. I learn something form every class, and this was no exception
SK
Apr 23rd, 2022
The course content was very good. However, on the myCPE platform, it is difficult to figure out how to get to the final quiz after completing the course.
WL
Jan 17th, 2022
Outstanding instructor. Very clear and easy to understand on a topic that's incredibly complicated.
AJ
Sep 20th, 2021
This was totally new to me. I have gained knowledge Retirement plan governance. Thank you My CPE
LS
Dec 18th, 2021
I knew very little on the subject of fiduciary responsibility. This overview opened my eyes.
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