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Employee Benefit Plans Conference 2019


EBP1953 - How an Auditor Adds Value to a Client


May 7, 2019 2:55pm ‐ May 7, 2019 3:45pm

Standard: $49.00

Description

Session gives CPAs tools and topics to coach their EB Plan clients on plan governance: reach of fiduciary responsibility/oversight, understanding "bundled" arrangements, why the DOL demands an IPS (even if the law does not), choosing a 3(21) or a 3(38) to assist, issues even auditors sometimes miss.

  • Formulate your firm's plan to be a value-add to an EBP client.
  • Interpret comments from a recent client survey to customize your EBP practice.
  • Predict issues auditors should find or consult on for their EBP clients.

Speaker(s):

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