Description

This session will discuss key issues for employee benefit plans audits in peer review.  It will include a brief overview of the peer review process and a discussion of the grey areas that peer reviewers are looking for.  These are accented by the bold questions on the peer review checklists, which will be reviewed during this session.  Finally, I will discuss some actual issues identified in the peer review process in 2019 in my review of approximately 50 different employee benefit plan audits of all kinds.

Learning Objectives:

• Overview of peer review
• Discuss key areas in peer review for EBP audits
• Review bold questions on EBP peer review checklist
• Review actual issues noted in my 2019 peer reviews of EBP audits

Facilitator(s):

• Chip Harris, CPA, Partner, RubinBrown LLP

Speaker(s):

• Randy M. Dummer, CPA, Partner, Henderson, Hutcherson & McCullough, PLLC/Chattanooga, TN