Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Long-Awaited Employee Benefit Plan Audit Standard Final Balloted
Schneider Downs Jan. 15, 2019
"Changes to the form and content of the auditor's report on the financial statements and the ERISA required supplemental schedules are among the most significant changes resulting from the new standard.... Auditors are required to perform procedures sufficient to ensure that amounts received and disbursed as reported by the trustee or custodian were determined in accordance plan provisions.... Auditors are required to read the draft Form 5500 and identify material inconsistencies, if any, with the audited financial statements prior to dating the auditor's report."
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