EBP2025. Documentation Best Practices- What You Think You Know

Join us for an in-depth session on documentation techniques for ERISA plan audits. Participants will have opportunity to explore the key areas where audit documentation is critical – and how insufficient documentation practices can cause a non-conforming engagement even when sufficient substantive procedures have been performed. Learn from leading subject matter experts and come with your questions.

Learning Objectives:

• Recall the AICPA Professional Standards for documentation and how to apply them in an EBP audit.
• Identify key areas in an EBP audit where excellent documentation practices can significantly contribute toward meeting professional standards.
• Locate resources which are available for the EBP auditor to comply with documentation standards.