ERISA audit inventory and staffing schedule tool
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ERISA audit inventory and staffing schedule tool

11 months ago · 39.5 KB Download

FIRM MEMBER

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This EBPAQC tool is designed to help firms inventory ERISA audit clients and schedule and staff for their ERISA audit engagements. It is in Excel format and allows firms to document:

  • The scope of the audit

  • The estimated field work start date

  • The estimated due date

  • Whether the engagement requires a second partner or other additional review

  • Whether it requires an 11-K filing with the SEC

  • The names of the third-party administrator, custodian/trustee, and partners and staff members assigned to

Download the inventory staffing schedule

File name: inventory-staffing-schedule.xlsx

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