This session is part 1 of 2 of working through the planning and risk assessment process for the fundamental track case study, and will continue in Session #18. Participants will be able to:
- Recognize a variety of planning documents and procedures that are necessary to properly plan an employee benefit plan, through provided example.
- Recall why these elements are important.
- Indicate when limited-scope audits are appropriate and what documents must be obtained when performing a limited-scope audit.
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