Understanding Advocacy and Lobbying Rules

Understanding Advocacy and Lobbying Rules

This webinar focuses on advocacy and lobbying and addresses questions such as:What is the difference between lobbying, advocacy, and education?What kinds of activities are considered lobbying, and what are not?How do we lobby while staying within Internal Revenue...
Understanding Advocacy and Lobbying Rules

Ins and Outs of Retirement Plan Audits

In the first webinar of the Keeping Your Organization’s Retirement Plan in Shape webinar series, learn from an experienced retirement plan auditor about which retirement plans are required to have audits, what auditors look at when conducting an audit, how to...
Working with Attorneys

Working with Attorneys

An attorney plays a key role in helping a CAA maintain accountability and avoid liability. By proactively working with an attorney to ensure that its organizational infrastructure is legally compliant and enforceable, a CAA may avoid costly litigation and the negative...