Understanding how to use OnPoint EBP to perform efficient and high-quality employee benefit plan audits.

• Employee Benefit Plan auditors

• Recognize the benefits of using OnPoint EBP for employee benefit plan audits.
• Understand the guided methodology that drives quality and efficiency and identify the common risk profile present in in-scope plans.
• Differentiate between basic functionalities within the Smart Engagement platform.
• Identify the default workflow designed into OnPoint EBP.
• Become familiar with the procedures and steps to create and accept an engagement.
• Complete the Plan Profile form to identify risk present in the plan and draft disclosure notes in the financial statements.
• Document use of subservice organizations, evaluate control design.
• Use the included sampling methodology to determine proper sample sizes for testing.
• Use audit programs and testing templates to complete audit testing.
• Explain how diagnostics and guardrails are employed to guide you while completing an engagement.
• Identify the key activities than enable the completion and delivery of an engagement.
• Discover the tools built into OnPoint EBP that enable and efficient file review.