Plan Advisories

The AICPA EBPAQC prepared the following comprehensive Plan Advisories to assist plan sponsors, administrators and others in carrying out their fiduciary responsibilities.

Financial Statement Audits

Employee Benefit Plans—Financial Statement Audits

Limited Scope

Limited Scope Audits of Employee Benefit Plans

Monitoring Outsourced Recordkeeping

Effective Monitoring of Outsourced Plan Recordkeeping and Reporting Functions

Auditor Communications

Understanding Auditor Communications

Quality Audit

The Importance of Hiring a Quality Auditor to Perform Your Employee Benefit Plan Audit

Internal Control

The Importance of Internal Controls in Financial Reporting and Safeguarding Plan Assets

Valuing Plan Investments

Valuing and Reporting Plan Investments

Retaining Plan Records

Importance of Retaining and Protecting Employee Benefit Plan Records

DID YOU KNOW?

Generally, Federal law requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report.

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SUBMIT RFP

Please send requests to:

Jeff Offhaus
Jeffrey L. Offhaus CPA, LLC
240 Redtail Road, Suite 12B
Orchard Park, NY  14127

Or via email at jeff@offhauscpa.com

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