Handling the New CPA Audit Rules for Benefit Plans


Boutwell Fay presents Sherrie Boutwell on “Handling the New CPA Audit Rules for Benefit Plans.” In this webinar, we’ll cover the common causes of plan audits, plan corrections and the impact on a plan’s financial statements, what the auditor needs vs what the attorney wants, Form 5500 red flags for attorneys and auditors as well as recent developments and the impact on plan audits in 2022.




Handout Material:

Help, I found a Mistake in my Employee Benefit Plan!

10 Questions to Ask Before Signing That New Service Agreement

FAQ: Re ERISA’s Records Retention for Employee Benefit Plans

SAS No. 136 audit advisory: Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA * AICPA SAS no. 136 Audit Advisory can be downloaded on their website for personal use only