Retirement Planning | Top Things to Know for 2026

Join us for a focused webinar on what’s changing in retirement plan compliance and what to expect in your next audit. We’ll cover key updates from recordkeepers, insights from recent internal audits, and practical steps to help you prepare the correct information for your 2026 plan audit.

You’ll walk away with a clearer understanding of:

• Common issues auditors are finding in 2025 — and how to avoid them
• What’s new in retirement plans in 2026
• Best practices for plan sponsors and fiduciaries

Come ready to ask questions and learn from real-world examples!

One hour of continuing education credit (CPE or CLE) is available to those who attend during the scheduled event.

Continuing Professional Education Credits

CPE Credit: Participants are eligible to receive up to 1.0 CPE or CLE credit.

Participants will:

• Recognize recent changes in retirement planning
• Become familiar with best practices for plan sponsors and fiduciaries

Fields of study:

• Audit (1 CPE Credit Hour) 

In order to be awarded the full credit hours, you must be a present and active participant throughout the entirety of the seminar by having the presentation up on your main screen. You must also answer the polling questions in each session that you are present for.  

Prerequisites: None 
Who Should Attend: Assurance and audit advisors
Advanced Preparation: None
Program Level: Update
Delivery Method: Group Internet Based

Refunds and Cancellations:
Because all Dean Dorton Allen Ford, PLLC events are complimentary to all clients, customers, prospects, referrals, and community members, there will be no cancellation fees or refunds if a registrant can no longer attend the event.

If you have questions about the event, complaints, and/or program policies please do not hesitate to contact Sally Fisk.

Dean Dorton is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.