Analyzing timeliness of remittances
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Analyzing timeliness of remittances

9 months ago · 48.8 KB Download

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This Employee Benefit Plan Audit Quality Center (EBPAQC) tool is intended to assist clients in documenting their analysis of the timeliness of remittances of participant (employee) contributions and loan repayments, if applicable, in defined contribution retirement plans.

It also may be used to document a recap of employer contributions and includes:
An option to reconcile employer contributions to the trust statement to verify completeness of contributions.

Note that employer contributions are not considered late remittances per the definition below as they are not employee contributions.

This tool has been provided as a suggested template and will need to be modified to meet the needs of the plan. For more information about timely remittances, refer to the EBPAQC primer, Timely remittance of employee contributions in defined contribution retirement plans.

Download the Analyzing timeliness of remittances

File name: analyzing-timeliness-of-remittances.xlsx

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