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Pooled employer plan (PEP) audits

Mar 19, 2025 · 2 hour 0 min watch

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This webcast is specifically designed to assist member firms in performing or considering performing PEP audits.

Participants will:

  • Gain valuable insights into the considerations you should make before accepting a PEP engagement as well as how you might anticipate and address challenges encountered in PEP audits.

  • Listen to EBP audit experts discuss issues they encountered in performing PEP audits and the strategies they used to address them.

  • Presenters will discuss their experiences and challenges related to engagement acceptance, understanding the

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