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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.

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