EBP2235. Documentation Best Practices

In this session, you will learn best practices for your benefit plan audits, including ways to address common Peer Review and Department of Labor findings; challenges expected from adopting SAS No. 136 and ways to more efficiently document your benefit plan audits.

Learning Objectives:

• Identify common deficiencies found by Peer Review and the Department of Labor
• Analyze changes in documentation required by SAS No. 136
• Determine best practices which can help practitioners more effectively and efficiently document their audits.