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Form 5500 - Independent Public Accountant's Audit

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Form 5500 - Independent Public Accountant's Audit

Presented by Cari Ann Todd, Senior Manager, BeachFleischman 
Continuing Education Credits: 2 NIPA CPE

Preparing for a plan’s financial statement audit should be more than just handing over a copy of the annual reporting package.  The plan sponsor (your mutual client) may need assistance in gathering the information or documents that the auditor is requesting.  Being well prepared before the commencement of the audit is the best way to contribute to a smooth and efficient audit experience.  This webcast will  provide you with information on how to: 

  • Design a planning checklist
  • Coordinate the responsibilities of the custodian, TPA, plan sponsor and auditor
  • Supplement your traditional reporting package to facilitate the auditor’s needs
  • Interpret an SSAE16 report (formerly SAS70) and know what it means if your firm doesn’t have one
  • Understand the RFP process for selecting an auditor and the impact of changing firms
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