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Drive Efficient, High Quality Employee Benefit Plan Audits with OnPoint EBP

Does your firm find it is a challenge to balance efficiency and quality when performing employee benefit plan audits? Traditional guidance tools generally create more work than necessary to drive the audit to completion, particularly as it relates to risk assessment and planning.

OnPoint EBP, built specifically for ERISA section 103 (a)(3)(C) “limited scope” employee benefit plan audits, includes a uniquely integrated plan profile to help automate the audit build out.

Join us for a guided product demonstration to see how OnPoint EBP expedites risk assessment and provides the right guidance to ensure quality. During the product tour, we will highlight key features, including:

  • Unique plan profile that identifies appropriate areas of focus and nuances unique to the plan
  • Guided risk assessment that starts with risks common to a typical plan but is easily modifiable based on unique plan factors
  • Integrated client collaboration tools that initiate requests directly from within the engagement file
  • Standardized account import template that automatically generates draft financial statements
  • And more!

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