Health and welfare plan document tracker tool

The health and welfare plan audit tracker tool provides a tailored audit process to track requests for audit information. The streamlined process allows auditors to keep meticulous records of requests sent to the plan sponsor. Information in the tracker includes plan documents and agreements, compliance reporting and governance, and financial reporting. Auditors are encouraged to tailor the fully customizable tool by adding, deleting, or editing rows of audit information to align with the specific needs of their plan audit clients.