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EBP2333. 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 AU-C 703 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 AU-C 703
  • Determine best practices which can help practitioners more effectively and efficiently document their audits.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Auditing
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
Audit