ERISA audit inventory and staffing schedule tool

Boost the efficiency and organization of your ERISA audit engagements with the ERISA audit inventory and staffing schedule tool, a practical, Excel-based solution developed by the Employee Benefit Plan Audit Quality Center (EBPAQC). The tool supports firms in documenting audit scope, estimated fieldwork start date, estimated due date, and more. You can also track whether an engagement requires a second partner review or other additional reviews. Ensure every ERISA audit engagement is appropriately planned, scheduled, and staffed, resulting in smoother