OnPoint EBP Essentials

This 5-hour webinar-style course is designed to assist learners in using the software efficiently and effectively, in alignment with the OnPoint EBP methodology. OnPoint EBP continues to facilitate engagements when management elects to have an audit performed pursuant to ERISA Section 103(a)(3)(C), as well as engagements not performed pursuant to ERISA Section 103(a)(3)(C), for all in-scope plan types. The training course will focus on 401(k) plans but will also address the major differences with the other plan types.