Documenting Your EBP Audit: What You Need to Know

Overview

What you document matters.

Understanding different parts of the employee benefit plan (EBP) audit process can help you think holistically about your level of audit documentation.

You'll learn the appropriate level of documentation when performing EBP audit procedures, which involves testing items that are not typically tested in audits of other types of entities.

Real-life examples

You'll also gain insights from real-life examples and solutions as you are guided by a former employee benefit plan expert panel member and peer reviewer.

Additionally, reviewing these examples will help you truly understand documentation in an EBP audit and learn best practices for documentation to incorporate into your audits.