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Navigating Through a DOL Audit [Video]
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Presentation on How To Navigate Through a DOL Audit [22 mins].
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- This speech was given at the CT AHU BeneFair Conference on September 18,
2014:
- Reasons for a DOL Audit
- What to Do and Not Do During an Audit
- How to handle an On-Site DOL Interviews
- How to Resolve a DOL Audit
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Top Tips for Navigating Through a DOL Audit
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Learn the 4-steps of Navigating a DOL Audit.
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- Guide Describes:
- What Triggers a DOL Audit
- Do's and Don'ts of a DOL Audit
- Dealing with On-Site DOL Interviews
- How DOL Audits are Resolved
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DOL Health Plan Audit - Document Request Checklist
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Learn the specific types of documents that are normally requested during a DOL audit.
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- Checklist includes:
- How the Plan Works
- Administrative
- Health Care Reform
- HIPPA
- Other Health Insurance Related Laws
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How To Lower the Risk of a DOL Audit
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A DOL audit can happen to your clients at any time. Learn how these audits are triggered.
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In this booklet you will learn how to: - Responding to employee questions and benefits needs
- Maintaining and distributing ERISA-required documents, such as Summary Plan Descriptions
- Distributing ERISA-required notices, such as Health Care Reform notices
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