| Task | Phase | Goes to | Due | Estimate | Milestone |
|---|---|---|---|---|---|
| Acceptance and continuance | Planning | Senior manager | Day 2 | ||
| Independence confirmation | Planning | Senior manager | Day 5 | ||
| Risk identification meeting | Planning | Senior manager | Day 8 | ||
| Participant data testing | Fieldwork | Senior | Day 26 | ||
| Contributions | Fieldwork | Senior | Day 27 | ||
| Distributions | Fieldwork | Senior | Day 28 | ||
| Investments and fair value | Fieldwork | Senior | Day 29 | ||
| Notes to the financial statements | Fieldwork | Senior | Day 30 | ||
| Subsequent events review | Wrap-up | Senior manager | Day 34 | ||
| Management representation letter | Wrap-up | Senior manager | Day 36 | ||
| Form 5500 filing package | Processing | Administration | Day 44 |
A task after another has no date until that task is done. A task goes to the person who holds its role on the project, or to whoever holds its phase. The estimate is shown to administrators only and does not change the budget.
