WP&BC Portland: One Hit Wonders and Repeat Offenders: Common Benefit Plan Mistakes Identified During
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Bridget Davidson
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One Hit Wonders and Repeat Offenders: Common Benefit Plan Mistakes Identified During Audits
Speakers: Anne Tankersley and Claudia Perry from Geffen Mesher
Wednesday, December 2, 2026
5:00 PM - 6:00 PM - Social and Networking
6:00 PM to 7:00 PM - Presentation
Geffen Mesher. 888 SW 5th Avenue, Portland OR 97204
Mistakes happen and, unfortunately, some mistakes keep showing up on audit letters year after year. Join the WP&BC Portland Chapter as we welcome seasoned auditors Anne Tankersley and Claudia Perry from Geffen Mesher for a lively presentation on this important topic.
Taking a cue from the best hits of the 90s, Anne and Claudia will explore the audit issues that seem to be on perpetual repeat, identify some of the most common mistakes they encounter, and discuss the practical steps employers and their service providers can take to spot and prevent them before they become bigger problems.
Whether you're looking to stop recurring errors before they make a comeback or simply strengthen your organization's audit readiness, you'll leave with actionable insights, best practices, and a fresh perspective on building stronger processes and controls.
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