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What Plan Sponsors Need to Know: Providers and SOC Reports
June 9 @ 1:00 pm - 2:00 pm EDT
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Participants of the free live webinar will be eligible for 1 CPE credit.
Nearly every plan sponsor in the country outsources critical recordkeeping, cashiering, and custody services to third-party providers. While those services are outsourced, the fiduciary responsibility for their accurate execution still resides with the plan sponsor.
Join us for our webcast, What Plan Sponsors Need to Know: Providers and SOC Reports, cohosted by Multnomah Group, in which we’ll provide context on SOC (System and Organization Controls) examinations, also known as SOC audits. We’ll discuss what you need to know to be an intelligent user of SOC audits as well as the following topics:
- Why the Department of Labor cares about SOC audits
- SOC 1 and SOC 2 definitions
- What to look for when reviewing SOC reports
- How to perform necessary SOC reporting
Speakers
Chris Kradjan, ChA, CITP, CRISC, HITRUST CCSFP, Partner, Moss Adams
Chris is the partner in charge of the firm’s Risk Advisory & Compliance Practice, has over 15 years of SOC experience, and is the founding practice leader for our SOC Practice. He has been with Moss Adams since 1994 and involved with SOC 1, SOC 2, and SOC 3 examinations for a variety of complex service organizations. His practice areas also include HITRUST, HIPAA and ISO reporting, and security and privacy audits.
Erik Daley, CFA, Managing Principal, Multnomah Group Inc.
Erik regularly consults with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He’s also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.
