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#684196 - 02/09/07 05:44 PM IRA Audit
Bacon Offline
New Poster
Joined: Jul 2006
Posts: 8
Has anyone completed an IRA audit? If so, what did you look for.

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Audit
#684368 - 02/09/07 07:18 PM Re: IRA Audit Bacon
LaNae Offline
Junior Member
Joined: Apr 2002
Posts: 36
Upper Midwest
I recently conducted an IRA audit for our branches. The audit looked for proper documentation, application, disclosures as well as proper input of transaction types.

I used a webinar from Bisys Retirement Services for the information as well as forms to use.

Feel free to PM me should you want additional information. Thanks!

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