0      0

Employee Benefit Plans Conference 2019

EBP1953 - How an Auditor Adds Value to a Client

‐ May 7, 2019 2:45pm

Standard: $ 49.00

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.


You must be logged in and own this session in order to post comments.