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Law & Policy | Webinar

The Insider's Guide to Surviving a DOL Audit

Join our latest Law & Policy session to learn more about each step in the DOL audit process.

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Date

September 17, 2026

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Time

2 pm, ET

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Duration

60 minutes

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Audience

CFOs


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Prepare your business with insider help. Frank Bitzer, former DOL senior investigator and now Marsh McLennan Agency’s national director of ERISA consulting, hosts this one-hour webinar to walk you through the DOL audit process. He’ll cover each step—from receiving the notice letter to the on-site audit and the post-audit review and settlement.

In this session, you’ll learn:

  • How the DOL selects retirement plans for audit
  • How to prepare for an on-site investigation
  • How to manage an on-site audit
  • What to expect during the post-investigation process
  • How to handle your plan’s risk profile after an audit

If you want practical insights to help your organization navigate a DOL audit, this webinar is for you.

Register now to save your spot!

Click here to connect with one of our local consultants to learn more about this topic.

Speaker

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Frank J. Bitzer, Esq., FACEBC

National Director, ERISA Consulting Services

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HR Certification Institute’s® (www.HRCI.org) official seal confirms that Marsh McLennan Agency meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®

This program has been approved for 1 (HR General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through the HR Certification Institute.

Marsh McLennan Agency is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP®or SHRM-SCP®.

This program is valid for 1 PDC for the SHRM-CP®or SHRM-SCP®. For more information about certification or recertification, please visit shrmcertification.org.

The information contained herein is for general informational purposes only and does not constitute legal or tax advice regarding any specific situation. Any statements made are based solely on our experience as consultants. Marsh McLennan Agency LLC shall have no obligation to update this publication and shall have no liability to you or any other party arising out of this publication or any matter contained herein. The information provided in this alert is not intended to be, and shall not be construed to be, either the provision of legal advice or an offer to provide legal services, nor does it necessarily reflect the opinions of the agency, our lawyers or our clients. This is not legal advice. No client-lawyer relationship between you and our lawyers is or may be created by your use of this information. Rather, the content is intended as a general overview of the subject matter covered. This agency is not obligated to provide updates on the information presented herein. Those reading this alert are encouraged to seek direct counsel on legal questions. © 2025 Marsh McLennan Agency LLC. All Rights Reserved.