April 14, 2020

This webinar is an overview of the changes that will occur with retirement plan audits under the new standard issued by AICPA, SAS No. 136 Forming an Opinion and Reporting on Financial Statement of Employee Benefit Plans Subject to ERISA. This webinar discussed how the roles as administrators of the plan will change during the audit process for plan years ending December 31, 2020.

Snowden Lane Partners joined the discussion to review the top four red flags for trustees to know. The discussion included fiduciary coverage, mutual fund share class, fee transparency and policies and procedures.


  • New Standard SAS no. 136
  • Top Red Flags for Plan Administrators


Slide Deck

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Alejandra Jensen, CPA, Manager, GRF CPAs & Advisors

Mark Tessar, CPA, CIA, Supervisor, GRF CPAs & Advisors

Philip A. Lazzari, Senior Partner, Managing Director, Snowden Lane Partners



Jennifer McCahill, CPA, Partner, GRF CPAs & Advisors