TPA Workpapers
Working with Engagements | Sampling | Workpaper Guides | Recordkeeper Specific Guidance
- TPA Integration Matrix
- TPA WORKPAPER TEMPLATES
- NAVIGATING AUDITMINER FOR TPA WORKPAPERS
- How to Create a Client
- How to Create an Engagement
- How to Reprocess a Plan
- How to Roll Forward an Engagement
- Plans with Two Providers in One Year
- Multiple Employer Plans (MEP)
- Multi-Employer Plans
Workpaper Guides
- AuditMiner Workpapers General Information
- Contribution Allocation Testing
- Contribution Timeliness
- Distribution Package
- Investment Disclosure Support
- Investment Income Allocation
- Participant Activity Detail Package
- Plan Analytics
- Rollovers Package
- Trial Balance
Sampling
- How to Modify Testing Set Up
- Sampling Considerations
- ISI Sampling Overview
- Seed Number
- Stratified Random Sampling for the Distribution Package