Health and welfare plan document tracker tool
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Health and welfare plan document tracker tool

2 years ago · 87.2 KB Download

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This EBPAQC tool is intended to be used by auditors to track requests for audit information for a health and welfare benefit 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.

This tool includes features to help firms easily track their requests. When a “Target

Download the Health and welfare plan document tracker tool

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

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