IRA Audit Program

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cwheeler

We are looking into conducting our own IRA audit in house.  Does anyone out there have a program that they use or have suggestions on items to include in the review?

Any help/advice is appreciated!  If you'd like you can email me directly.

 

Thank you,

 

Courtney Wheeler

Internal Audit Manager

CSE Federal Credit Union

c_wheeler@csefcu.com