Capacity planning in employee benefit plan audit work depends on more than the number of engagements. Teams also need a clear view of how data arrives, which steps repeat, where exceptions are identified, and how review is coordinated.

A practical starting point is to map the time spent preparing, testing, reconciling, and reviewing a representative engagement. That map helps teams identify workflow changes that may increase capacity while preserving the oversight that an audit requires.

Technology evaluation is more credible when it begins with the evidence a firm needs to see and the review steps that cannot be compromised. With that clarity, workflow automat