CPAs, auditors and tax practitioners
CFO’s and their staff
Plan sponsors and other service providers, including third-party administrators
Reporting Managers for Plan Sponsors
Emerging EBP professionals
Consultants and other professionals specializing in employee benefit plans including:
Financial reporting for plans
Auditing plan financial statements
Tax and ERISA consulting for plans, employer
sponsors and employee participants
Tax reporting for plans, employer plan sponsors and
plan participants preparing and submitting returns