Michelle Buckley, Vice President and Practice Leader of our Benefit Plan Group presented to a virtual audience for an AICPA webcast on November 10, 2021.
Michelle's presentation walked through the basics of an ERISA Section 103(a)(3)(C) audit with a heavy focus on the changes that came with SAS No. 136. It highlighted areas practitioners should focus on as they get ready to implement SAS No. 136, including:
- Engagement acceptance procedures
- Engagement letters
- Consideration of relevant plan provisions in risk assessment and response
- Changes to the management representation letter
- Auditor's report changes
- Managing client expectations throughout the engagement
Michelle is a Vice President in Meaden & Moore’s Assurance Services Group with 23 years of public accounting experience serving publicly held and private companies. As a practice leader of the firm’s employee benefits and consulting practice, Michelle has had extensive experience with qualified benefit plan audits, operational reviews, tax issues and the unique complexities of these engagements.
Learn more about Michelle here.