DC plan audit information request tracker tool
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Abstract green image
Resources

DC plan audit information request tracker tool

4 months ago · 84.5 KB Download

FIRM MEMBER

EXCLUSIVE

This EBPAQC tool is intended to be used by auditors to track requests for audit information for a defined contribution retirement plan audit from the plan sponsor, administrator, recordkeeper and others who may have plan information necessary to perform the audit. Firms may insert their name and logo and delete the tool instruction information in the shaded area (row 6) before sending along to clients.

The tool is conveniently prepopulated with the most common information requested in defined contribution retirement

Download the DC Plan Audit Information Request Tracker EBPAQC Tool

File name: ebpaqc-dc-plan-audit-information-request-tracker.xlsx

Reserved for EBPAQC members

Already an Employee Benefit Plan Audit Quality Center member?

Log in with your AICPA account
 
Forgotten email
Forgotten password

Not an EBPAQC member?

Discover the benefits of AICPA membership and Employee Benefit Plan Audit Quality Center firm membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content