Q. Should one request references and check licenses of an auditor before engaging them to audit a plan?
A. When engaging an auditor, you may wish to obtain references and discuss the auditor’s work for other employee benefit plan clients. If you have additional questions, you may also wish to verify with the appropriate state regulatory authority that the provider holds a valid, up-to-date license or certificate to perform auditing services.
Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
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