Plan Advisories

The AICPA Employee Benefit Plan Audit Quality Center prepares Plan Advisories and Primers for plan sponsors, administrators, and trustees.

These comprehensive documents contain information to assist them in understanding their fiduciary and other responsibilities with respect to various aspects of their plans.

• Parties in Interest and Prohibited Transactions
  
  
• Understanding Auditor Communications
  
  
• Effective Monitoring of Outsourced Plan Recordkeeping and Reporting Functions
  
  
• The Importance of Internal Controls in Financial Reporting and Safeguarding Plan Assets
  
  
• Valuing and Reporting Plan Investments
  

Jeffrey L. Offhaus CPA, LLC

Sterling Commons, 240 Redtail Road, Suite 12B, Orchard Park, NY 14127
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Phone: 716-608-4322 • Fax: 716-408-8870