A Streamlined 401(k) Audit Option for Your Clients

As a trusted advisor, your clients look to you for ways to manage administrative burdens, reduce costs, and improve efficiency. 

Join us for a 45-minute webinar on CLA’s new streamlined 401(k) audit: Benefits Select is a new audit experience combining AI-native workflows and CLA’s deep audit knowledge. We are offering it to qualified clients at a $9,500 price point.

During this session, you’ll learn:

• The market problem CLA is addressing
• What Benefits Select is and how it differs from a traditional 401(k) audit
• Which clients are a good fit 
• Common pain points Benefits Select helps address
• How to refer clients who may benefit
• What clients can expect throughout the process

Who should attend

This session is designed for centers of influence working with all industries.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.