EBP1953. How an Auditor Adds Value to a Client

Track: 
Enhanced Knowledge
Field of Study: 
Auditing
CPE Credit: 
1.0
Knowledge Level: 
Advanced
Advanced Preparation: 
None
Prerequisite: 
Extensive qualified retirement/ERISA plans/employee benefit plan knowledge or experience.

Tuesday, May 7, 2019
 
2:55PM-3:45PM

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.

Learning Objectives:

  • 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


SESSION SPEAKER(S)

Partner & ERISA Attorney | FisherBroyles LLP