Employee Stock Ownership Plans (ESOP) Resource Center
Find general information about Employee Stock Ownership Plans (ESOP) requiring annual financial statements audits under ERISA.
Published on May 10, 2013
EBPAQC Alert No. 281
IRS Announces Form 5500 Filing Relief for Businesses Affected by Hurricane Isaac
Published on September 13, 2012
EBPAQC Alert No. 227
AICPA requests 2009 Form 5500 Extension.
Published on March 28, 2011
EBPAQC Alert No. 71
As Center members gear up for the mid-October Form 5500 filing deadline for extended returns, we wanted to make you aware of valuable Form 5500 resources and of significant changes to the 2006 Form 5500 and the Form 5500-EZ.
Published on August 25, 2011
EBPAQC Alert No. 32
EBPAQC Online Discussion Forum
Published on March 07, 2013
EBPAQC Alert No. 141
Employee Benefit Plan Audit and Form 5500 Resources
Published on May 03, 2011
Parties in Interest and Prohibited Transactions Resource Center
Section 3(14) of ERISA defines a party in interest to include, among others, fiduciaries or employees of the plan, any person who provides services to the plan, an employer...
Published on March 05, 2013
EBPAQC Alert No. 183
2009 Membership Requirements Compliance Questionnaire; Annual Self-Inspection Procedures and Best Practices; DOL Form 5500 Webcast and Supplemental FAQs on 2009 Schedule C.
Published on August 25, 2011
EBPAQC Alert No. 43
Illustrative Management Letter Comments for Employee Benefit Plans
Published on March 18, 2011
EBPAQC Alert No. 269
New ESOP Resource Center; Compliance Questionnaire Update; May 2012 AICPA National EBP Conference - Emerging Practitioner Offer.
Published on April 06, 2012
Frequently Asked Questions
These FAQs were originally issued throughout EAlert # 24, dated March 23, 2005, along with selected AICPA TPAs. These FAQs were prepared by the AICPA Employee Benefit Plans Expert Panel to assist auditors in performing their plan audits. For your convenience, also included, are links to additional FAQs located elsewhere
Published on September 14, 2012
403(b) Plan Resource Center
Find general information on AICPA.org about IRC section 403(b) retirement plans and DOL regulations requiring annual financial statement audits for ERISA-covered 403(b) plans
Published on March 22, 2013
EBPAQC Alert No. 294
IRS to Begin Accepting Applications for 403(b) Plan Opinions and Advisory Letters; Subscribe to the IRS Employee Benefit Plan News; GAO Report Finds Current Rollover Process Favors Distributions
Published on April 23, 2013
EBPAQC Alert No. 283
IRS Filing Relief for Hurricane Sandy; Resources for SAS 115 Communications; Membership Compliance Questionnaire; EBPAQC Executive Committee and Expert Panel Volunteer Changes
Published on November 02, 2012
EBPAQC Alert No. 160
ERISA-Covered 403(b) Retirement Plan Audits New Tools and Resources Available.
Published on August 26, 2011