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Employee Benefit Plans 2012


403(b) DOL/Peer Review Update


Apr 30, 2012 11:30am ‐ Apr 30, 2012 12:45pm

Description

Not-for-Profits with 403(b) plans are gearing up for their 3rd year of financial statement audits. The DOL has reviewed a sample of first and second year audits, and these engagements are now among the EBP engagements selected for peer review.

This session will discuss:

• The unique nature of these complex audits;
• An overview of trends noted by the DOL based on their reviews; and
• Findings from the current peer review season.

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