Jen: This is the PKF Texas – Entrepreneur’s Playbook®, I’m Jen Lemanski, and I’m here with Kelly McDonald, an audit manager and a member of our employee benefit plan audit team. Kelly, welcome to the Playbook.

Kelly: Good to be here.

Jen: So, I know there’s a lot of ins and outs with EBPs, and so one question that I have is, how can third-party providers help companies with fiduciary responsibilities in relation to their retirement plans?


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