AAR2506. PEP Update

This session is specifically designed to assist participants in performing or considering performing pooled employer plan (PEP) audits. Participants will gain valuable insights into the considerations that should be made before accepting a PEP engagement, as well as how to anticipate and address challenges encountered in PEP audits. Listen to employee benefit plan (EBP) audit experts discuss issues they encounter in performing PEP audits and the strategies used to address them. Presenters will discuss their experiences and challenges related to understanding the entity and obtaining sufficient appropriate audit evidence. Attendees will also have an opportunity to ask questions of the experts.

Learning Objectives:

• Analyze the nature of PEPs and how they differ from other plan types.
• Identify unique accounting and auditing issues impacting PEPs and best practices.