Defined benefit plan document tracker tool
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Defined benefit plan document tracker tool

1 month ago · 84.3 KB Download

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This EBPAQC tool is intended to be used by auditors to track requests for audit information for a defined benefit pension 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 benefit pension

Download the DB Plan Document Tracker Tool

File name: db-plan-document-tracker-tool.xlsx

Reserved for EBPAQC members

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