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Plan sponsor

About this topic

Based on the AICPA Competency Framework: Employee Benefit Plan Auditing, these learning resources are designed to enhance CPAs’ knowledge and skills necessary to perform high-quality employee benefit plan audit engagements. Use these resources to build competencies around auditing employee benefit plans and set yourself apart in the market so that clients and employers feel confident in your work and ability to conduct these audits.

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A Firm's System of Quality Control

This CPE course provides a comprehensive review of a firm’s system of Quality Control standards, and offers tips to help improve audit quality and increase profitability.

Course – Online Audit Intermediate

How to perform high-quality EBP audits

This article describes eight things firms and practitioners can do to enable the highest quality in EBP audits.

Article Defined contribution plans Intermediate

Avoid Potholes: For a Smooth Ride to Peer Review

This guide will help you pinpoint areas your firm might need to take a closer look at to ensure quality standards are being met.

Report Peer review Intermediate

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

This Plan Advisory provides plan sponsors, administrators, or trustees with an understanding of the importance of hiring a quality auditor.

Report Audit quality & auditor selection Foundational

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

This advisory will assist plan administrators in understanding their responsibilities for establishing, maintaining, and monitoring internal controls at their plans.

Report Plan sponsor Foundational

Effective Monitoring of Outsourced Plan Recordkeeping and Reporting Functions

This advisory discusses selecting and monitoring service organizations among other important topics for effective monitoring of outsourced functions.

Report Plan sponsor Foundational

Employee Benefit Plans - Financial Statement Audits

This advisory describes the roles and responsibilities of individuals involved in the plan’s financial reporting and audit process, and the purpose, objectives and...

Report Plan sponsor Foundational

Valuing and Reporting Plan Investments

This Plan Advisory will assist plan sponsors in understanding their responsibilities for valuing and reporting their plan investments.

Report Plan sponsor Foundational

Understanding Auditor Communications

This Plan Advisory is intended to assist various parties in better understanding the communications they may receive from their plan auditors.

Report Plan sponsor Foundational

Invigorate the Focus on Quality Toolkit

This toolkit contains resources to help invigorate the focus on quality in your practice

Tool Firm operations Foundational