What to Expect in a Plan Audit - Intro
- Feb 13, 2010
Beginning 1/1/09, Form 5500 filings will be required for all 403(b) Plans covered by Title I of ERISA. Even Plans with less than 100 participants must file Form 5500 and provide financial information.
How should your organization prepare for the annual plan audit? In our presentation What to Expect in a Plan Audit, we review Form 5500 requirements and the related financial reporting requirements including what is audited and first year considerations. There is information on what you should expect from the Form 5500 auditor and what is expected of you.
We examine some of the challenges and provide helpful web sites and tools when dealing with Form 5500 and Financial Reporting Requirements including DOL Transition Relief. There is also a Department of Labor Update and information on 2009 Annual Reporting with EFAST2.
For more information contact: Diane M. Wasser, CPA, Partner-in-Charge, Pension Services Group.
If you have any questions, we'd like to hear from you.
Explore More Insights
Using Royalty and Compliance Audits to Improve Revenue and Reduce Expenses During Challenging Economic TimesRead More
On-Demand: Impact of Private Fund Regulations on Finance, Tech & Compliance ManagersRead More
EisnerAmper Earns 2021 “Best of Accounting” Diamond Award for Client Service Excellence 5 Years in a RowRead More
Receive the latest business insights, analysis, and perspectives from EisnerAmper professionals.