
Drive Efficient, High Quality Employee Benefit Plan Audits
Achieve high quality results with less effort
Drive Efficient, High Quality Employee Benefit Plan Audits
Achieve high quality results with less effort
OnPoint EBP offers an end-to-end solution for performing employee benefit plan audits pursuant to ERISA Section 103(a)(3)(C). Part of the OnPoint A&A Suite, powered by CaseWare Cloud, this comprehensive solution streamlines the process, from planning to delivery of the auditor’s report by providing dynamic engagement tools, links to authoritative guidance, and practical implementation guidance within one product.
Ensure your team and clients stay connected from anywhere with effective, real-time collaboration in the cloud.
Enter common data a single time to populate multiple areas in the engagement file, and be alerted to non-standard responses.
Leverage standardized testing templates to expedite testing for every engagement.
Gain a better understanding of year-over-year financial information with preliminary and final analytics.
Personalize and centralize client communications and requests through an integrated cloud approach.