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The 5500 Experience From the Auditor’s Perspective

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GRF Partner and Employee Benefit Plan Audit Specialist Jackie Cardello provides insights regarding employee benefit plan audit requirements, including the purpose of an audit, common plan compliance issues and Form 5500 during an event featuring a third party administrator of benefit plans and an ERISA attorney.

When selecting an auditor, the Council on Social Work Education sought a firm that could bring the greatest technical expertise to our organization. I remember my first meeting with Terri McKnight. As a new Executive Director, I felt very confident that she and Gelman, Rosenberg & Freedman had a handle on the nonprofit industry and could help us make better financial decisions for our environment.

Dr. Julia Watkins |  Executive Director
Council on Social Work Education