Plan Service Provider Tools

Published Articles

Publication: ASPPA PlanConsultant

Article: What size am I now?

Author: Travis P. Jack, CPA, QKA

Publication: Journal of Pension Benefits

Article: Mitigating the risk of EBP auditor selection.

Author: Travis P. Jack, CPA, QKA

Publication: ASPPA PlanConsultant

Article: Learning from failures.

Author: Travis P. Jack, CPA, QKA

Publication: ASPPA PlanConsultant

Article: What size am I now?

Author: Travis P. Jack, CPA, QKA

Publication: Journal of Pension Benefits

Article: Mitigating the risk of EBP auditor selection.

Author: Travis P. Jack, CPA, QKA

Publication: ASPPA PlanConsultant

Article: Learning from failures.

Author: Travis P. Jack, CPA, QKA

Annual Auditor Questionnaire

Here are some questions you should ask your Auditor before engaging in their services.

Annual Auditor Questionnaire – With instructions

Here’s a blank document that you can download and send to your Auditor.

Annual Auditor Questionnaire – Blank

External Resources

CPA Mobility:

CPA license Verification:

National Association of State Boards of Accountancy:

AICPA Employee Benefit Plan Audit Quality Center:

DOL Audit Quality Resources: