Time to Make a Change? 5 Steps to Streamline Your Employee Benefit Plan Auditor Transition

Was your annual employee benefit plan audit painful? Did you struggle with last-minute emergencies or a lack of communication?

Whether you’re looking for new perspective, enhanced access to resources, or greater responsiveness, developing a new auditor relationship can seem like a daunting task. However, the transition can be made simpler with a vetting process that identifies the right firm, people, processes and technology to meet your needs and ensure seamless onboarding.

Here are 5 steps for a more streamlined transition:


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