PPC's Workpapers for Employee Benefit Plans

Efficient and complete workpapers are the basis for every successful audit engagement and financial statement preparation process. Use PPC's Workpapers™ for Employee Benefit Plans to automate and standardize your workpaper preparation saving you workpaper setup and completion time.

The 30+ MS Excel® templates automate workpapers commonly used in audits of employee benefit plans that are not included in PPC’s Practice Aids as well as workpapers and tools used in making key accounting decisions and accumulating financial statement note disclosure information., 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

PPC's Workpapers™ is designed to work with popular paperless engagement software or with MS Excel® alone. It gives you tickmark capabilities that can be applied to any MS Excel workbook. You can customize your tickmark descriptions and automatically create customized tickmark legends. It is a useful addition to PPC’s Guide to Audits of Employee Benefit Plans.