EBP2435. Best Practices in Documentation ("The Good, the Bad, the Ugly in Documentation")

In this session, you will learn best practices in documentation, including addressing common Peer Review and Department of Labor findings. Practical examples will be presented to help you more effectively document your benefit plan audits.

Learning Objectives:

• Identify common deficiencies in documentation found in peer reviews and by the DOL.
• Distinguish the fundamental principles of documentation and how well documented workpapers can lead to improved understanding and effectiveness..
• Identify the "good", the "bad", and the "ugly" in documentation using illustrative examples.