See your next retirement plan audit from the auditor’s side of the table
Join TruePlan® on December 8 for a focused 30-minute Fiduciary Advantage webinar on getting ready for your next retirement plan audit.
Learn what gets an auditor's attention
Even a familiar audit process deserves a closer look. Learn what plan sponsors often overlook and which issues can put an organization at risk.
Date: Tuesday, December 8
Time: 1:30 p.m.
By submitting this form, you’re agreeing to receive the occasional, well-intentioned marketing email from us. We will never share or sell your data.
Who should attend
Whether your role centers on day-to-day plan administration or financial oversight, join the conversation about retirement plan audit preparation.
Retirement plan sponsors
Fiduciary committees
What we’ll cover in 30 minutes
What auditors have been seeing in retirement and benefit plan audits this year, what plan sponsors should expect in 2027.
What's often overlooked
Learn the small gaps sponsors miss before an audit, and what you can do ahead of next year.
What gets an auditor's attention
See the red flags, like late contribution deposits and other errors, that tend to draw an auditor’s questions.
Working with your auditor
Learn how to effectively partner with your auditor on expectations, stakeholders, data needs and timing.
Which issues can put you at risk
Discover the most common mistakes and how to catch them early.
Your speakers
Meet the TruePlan and UHY professionals who will be leading this event.
F. Michael Zovistoski, CPA, CFP®
Partner, UHY
Michaelhas more than thirty years of comprehensive auditing experience in a variety of industries, and more than twenty years as a financial service professional.
Mike’s diverse experience, insight, and commitment allow him to focus on the unique needs of tax-exempt/not-for-profit organizations. He oversees large, multi-faceted audit and consulting engagements, some of which have multiple global offices.
Noah Buck
President, TruePlan
Noah is the president of TruePlan Benefit and Retirement Advisors; an advisory firm centered primarily on high-touch consulting and fiduciary services to nonprofit organizations in the northeast.
Before joining TruePlan, Noah was a principal in Milliman’s employee benefits practice. He earned his Bachelor of Science in Management Science & Information Systems from Penn State University, and his MBA from SUNY Albany. He is FINRA Series 6, 63, and 65 licensed.
Andrew Goo, CRPC, CPFA
Business Development Executive, TruePlan
Andrew has worked in the retirement industry since 2013.
Before joining TruePlan, Andrew worked for Transamerica Retirement Solutions where he delivered education services to retirement plan participants. He is a graduate of Syracuse University with a dual-major bachelor’s degree in mathematics and economics.
Andrew holds FINRA series 6, 63 and 65 licenses with Healthcare Community Securities Corporation (HCSC), and his New York State Life and Health license.
