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EBP2369. Come Together: Roles and Responsibilities, and Collaboratively Working Together

This session will address best practices for working collaboratively among plan sponsors, service providers, and auditors, focusing on the roles and responsibilities of each and solutions for a successful audit.


Learning Objectives:

  • Analyze the roles and responsibilities of each party involved in an EBP plan audit.
  • Recognize pain points and solutions from the perspective of a plan sponsor, recordkeeper, and auditor.
  • Identify best practices in working together to achieve an effective and efficient audit.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Accounting
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
Audit
Plan Sponsor
Taxes