EBP audits demand precision across participant data, contributions, and distributions, but manual testing and document review slow teams down during peak season.

Join Trullion for a walkthrough of how audit teams use Trulli, an AI agent assisting auditors, to streamline core EBP audit procedures while maintaining full professional judgment.

What we’ll cover:

  • Participant Data Validation – Validate participant populations and quickly surface exceptions across census and source data.
  • Contribution Testing – Re-perform 402(g) and 415 limit testing efficiently across broader populations.
  • Distribution Testing – Match distributions to authorization and plan terms with fewer manual cross-checks.
  • AI Assistance for EBP Audits – See how Trulli supports auditors by reviewing data and documents