Frequency of Updates:Annually
The Best Time-saving Microsoft® Excel-based Practice Aids and Engagement Tools in the Industry!
PPC's Workpapers™ for Employee Benefit Plans provide you with Excel®-based practice aids and templates that save you time, and help you follow professional standards and the PPC engagement process. Since it's built with Excel® and based on the PPC guidance you already use, you can start saving money right away!
PPC's Workpapers™ for Employee Benefit Plans is designed to work with PPC's Engagement Manager®, Creative Solutions' Engagement Solution® or with MS Excel® alone. All of PPC's Workpapers™ give you tickmark capabilities that can be applied to any Excel® workbook! You can customize your tickmark descriptions and automatically create customized tickmark legends.
A variety of electronic worksheets to standardize your employee benefit plan audits, including:
- Performing analytical procedures for contributions received and receivable, benefit payments and other distributions, and benefit obligations.
- Developing appropriate disclosure information for investments, including the supplemental investment schedules required by the DOL.
- Reconciling the financial statements to the Form 5500.
- Determining whether plans are required to be audited based on the Small Pension Plan Security Amendments issued by the DOL.