Employee Stock Ownership Plan (ESOP) Audit Considerations
May 6, 2025
Online Only
For employee benefit plan audits, it is important to note what “good” governance should look like. ESOPs have grown in popularity, and it is essential to have the understanding to enable proper compliance and reporting. In this webinar from Forvis Mazars, we’ll share recommended steps to help you follow the standards and have a successful plan year.
Learning Objectives
Upon completion of this program, participants will be able to:
- Recognize what ESOPs are and how they work.
- Identify when an ESOP audit is necessary.
- Explain the key procedures involved in conducting an ESOP audit.
- Discuss common errors in ESOP audits.