Employee Benefit Plan Resources

PRIMARY CONTACT:
Patricia Giudici, CPA

The Schneider Downs Employee Benefit Plan team has compiled the following resources and links that may provide useful tools and information for your organization. 

Employee Plan Benefits Third Party Links

• AICPA Employee Benefit Plan Audit Quality Center
• AICPA's Limited Scope Certification Review Documentation Tool
• Cybersecurity Considerations for Benefit Plans
• Delinquent Filer Voluntary Compliance Program Penalty (DFVCP) Calculator
• Department of Labor
• Department of Labor Reporting and Disclosure Guide for Employee Benefit Plans
• Employee Benefits Security Administration ERISA Advisory Council Reports
• Employer Resource Site (Established by the Department of Labor)
• Frequently Asked Questions about the Delinquent Filer Voluntary Compliance Program (DFVCP)
• Internal Revenue Service - Retirement Plans
• IRS 401(k) Plan Fix-it Guide
• IRS Employee Plans Compliance Resolution System (EPCRS) Overview
• Pension Benefit Guaranty Corporation
• Prudent Practices for Investment Fiduciaries
• Retirement Plans - Questions to Expect From Your Plan Auditor

EBPAQC Plan Advisories

• Effective Monitoring of Outsourced Plan Recordkeeping and Reporting Functions 
• Employee Benefit Plans - Financial Statement Audits 
• Internal Controls in Financial Reporting and Safeguarding Plan Assets
• Partial Employee Benefit Plan Terminations 
• The Importance of Hiring a Quality Auditor to Perform Your Employee Benefit Plan Audit  
• Understanding Auditor Communications 
• Valuing and Reporting Plan Investments 

Schneider Downs Employee Benefit Plans Resources

• Schneider Downs FAQ - Employee Benefit Plan Audit Requirement
• Schneider Downs ERISA Employee Benefit Plan Services Brochure
• Schneider Downs ERISA 'Our Thoughts On' Articles

About Schneider Downs ERISA

The Schneider Downs ERISA audit practice consists of a service model that is not limited to attest services, but includes providing support and oversight to clients, year-round access to experts, annual education seminars for clients that includes both regulatory and accounting updates, and more.  For more information, visit nonparent.bettscommunication.com/audit-assurance-services-employee-benefit-plans or contact us at [email protected].