April 28, 2022

Join GRF’s Employee Benefit Plan audit experts for a step-by-step training on management’s responsibilities under SAS 136 for retirement plan audits for 2021 and beyond. Our presenters will walk participants through real-life examples of (1) management’s assessment of the certification for an ERISA 103(a)(3)(c) audit and other requirements under SAS 136.  Additionally, we will provide guidance on the steps management can take to address cybersecurity and privacy risk for their retirement plan. Participants will come away with tools and best practices they can apply to their organization’s 2021 retirement plan audit. Bring your questions!



Presentation Slide Deck

Management Certification Assessment Tool

Principal Certification Assessment

Trustee Certification Statement – Example 2 Fidelity