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Employee Stock Ownership Plan (ESOP) Audit Best Practices

May 12, 2026

Effective governance is essential in employee benefit plan audits. As ESOPs continue to grow in popularity, a clear understanding of compliance and reporting requirements is critical. In this webinar, we’ll discuss key standards and best practices to help support a successful year.

Learning Objectives:

Upon completion of this program, participants will be able to:

  • Describe what ESOPs are and how they work.
  • Recognize when an ESOP audit is necessary.
  • Discuss the key procedures involved in conducting an ESOP audit.
  • Identify common errors in ESOP audits.

Presenter(s)

Jennie Muniz, Fahira Nuhanovic

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