OnPoint EBP - Product Tour
Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing employee benefit plan audits pursuant to ERISA Section 103(a)(3)(C). See how OnPoint EBP expedites risk assessment and provides the right guidance to ensure quality.
During this 30 minute demonstration, we discuss key aspects of OnPoint EBP, 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
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