Why Your Firm Can't Standardize 100% of Its 401(k) Audits — And What to Do About It

Most EBP audit teams run two workflows — the automated one for plans their software supports, and the manual one for everything else. The result is inconsistent workpapers, inefficient payroll testing, and a practice that can only scale as fast as your team can copy and paste.

In this 45-minute session, we'll break down why existing tools force firms into this coverage trade-off and show you a different approach: one standardized workflow that handles every 401(k) plan — regardless of recordkeeper, provider, or plan complexity.

You'll see a live walkthrough of a complete engagement, from raw recordkeeper data to reconciled workpapers, including how to:

• Turn any recordkeeper's data into standardized, audit-ready workpapers — even providers your current tools don't support
• Generate consistent payroll census and contribution reports that eliminate hours of manual data entry and client back-and-forth
• Automatically reconcile payroll and recordkeeper data at both the plan and participant level, flagging variances instantly
• Deliver the same quality output on your most complex plan as your simplest one

Whether you're evaluating technology for the first time or frustrated with the limitations of your current tools, this session will give you a clear picture of what it looks like to truly standardize your EBP audit practice — every plan, every provider, same workflow.